A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Saunders International Limited: Clear Path Forward…
From FY20 to FY25, Saunders International (ASX:SND) has transformed from a smaller, more traditional project-based contractor into a scaled,...
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S&P/ASX Index Rebalance Preview (Dec 25): Changes Across Indices as Positioning Picks Up
There could be 22 changes across the ASX family in Dec. Plus passive buying in LNW due to a sole listing on the ASX. The adds have outperformed and...
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Quiddity Leaderboard ASX Dec25: Clear Signs of Pre-Positioning; Stay Away from the Crowds
There are clear signs of positioning among some of the high-impact expected ADDs/DELs and staying away from such overcrowded bets might be a good...
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Johns Lyng (JLG AU): Scheme Vote on 8 October
The offer is reasonable, and the scheme vote should pass. At the last close and for a 23 October payment, the gross/annualised spread is 1.5%/11.0%.
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