Aussie Equities Month in Review (June 2019)
The RBA cut interest rates for the first time since August 2016 lifting banks and many domestic cyclical names. A sharp rise in analyst...
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Aveo Group (AOG AU): An Emerging Bidding Battle Presents an Opportunity
Aveo Group (AOG AU), an Australian retirement village operator, is amid a strategic review to sell itself. At its 1H19 results on 13 February, Aveo...
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Crunch Time for Aussie Housing
Australia is in uncharted territory. House prices in the two largest cities (Sydney and Melbourne) fell by 10% last year and similar declines look...
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Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth Q4-2018
Q4 2018 Stocks delivering income with growth. ■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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