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 Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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Qualitas Medical Group IPO Review - Valuation up 95% in One Month
Qualitas Medical Group (QMGL SP) is looking to raise approximately US$102m in its upcoming IPO. The company will be using the proceeds to make...
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Time to Look at the Laggards in Aussie Healthcare
Australian Growth stocks have under-performed in the past four years, but they generally perform well in a rising global interest rate...
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Australia's Prime Minister - Hey Big Spender
The centrepiece of Australia's 2017-18 Budget was the announcement of the National Infrastructure Plan - Building Australia. The Coalition...
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