FINEOS IPO: Full Valuation Entails Patience
FINEOS (FCL AU) is a leading vendor of core software to the life, accident & health (LA&H) insurance industry. FINEOS will commence trading...
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Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
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Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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More than Just Banks and Resources: Opportunites in Aussie Tech
Australia’s IT sector generally flies under the radar, particularly with international investors who see Australia as mainly a Resources play on...
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Friday Deadline Looms As MYOB Snubs KKR's Reduced Offer
A last-minute lump of coal in the stocking from accounting software and services provider MYOB Group Ltd (MYO AU)? Kohlberg Kravis Roberts has...
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