Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
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Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Aussie Equities Month in Review (Sept 2018)
Giving Back Reporting Season Gains. In our view, reporting season was relatively solid, with 8% EPS growth achieved in FY18 and another 8%...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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