MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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MS-Australia Index Earning Revision (Jun): Pilbara Minerals, Santos, Woodside Energy, Rio Tinto, BHP
We analyzed MS-Australia's consensus for Jun 2026 and highlighted changes of EPS in Pilbara Minerals, Santos, Woodside Energy, Rio Tinto, BHP, ANZ,...
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ClearView Wealth (CVW AU): Scheme Vote on 27 July
The offer is arguably light, as the implied P/EV multiple is at a discount relative to precedent transactions and peers. However, the scheme vote...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Aussie Shorts [25 May]: PLS, Newmont, Suncorp, Transurban, Capstone Copper, Lendlease, Block
Companies mentioned in this regular weekly report include: PLS (PLS AU), Newmont (NEM AU), Suncorp (SUN AU), Transurban (TCL AU), Capstone Copper...
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