SEEK (SEK AU) Vs CAR Group (CAR AU): Jobs Vs Cars, Stat Arb Signals Trade
One of two relative value ideas with CAR Group as the short leg. Since publication last week, the dislocation has widened, lifting the target...
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Treasure Chest: REA Group
FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is 'REA Group'
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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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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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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