FleetPartners (FPR AU): SG Fleet's A$3.60/Share NBIO
I doubt MMC would kick out at this NBIO price. Smartgroup and Mcmillan Shakespeare may throw their hats into the ring. I think (any) firm terms...
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Quiddity ASX Jun26 Results: 12/14 Correctly Predicted; Others Were Next In Line
Out of the 14 confirmed changes, 12 were in our expected ADDs/DELs list for the June 2026 rebalance. The two names we missed were next in line.
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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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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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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