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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S&P/ASX Index Rebalance (Mar 2026): 43 Changes Across Indices as Adds Outperform Deletes
There are 43 changes across the ASX changes in March. Couple of the adds could also be added to the GDX in March. The adds have outperformed the...
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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 (Mar 26): Plenty of Change with Big Flow & Impact
There could be 46 changes across the ASX family of indices in March. Passive trackers need to trade a lot of stock in many names. Some names are...
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Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade
With roughly five weeks left in the reference period, our expectations for the ASX March 2026 index review can still change since there are...
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