Nine STI Stocks See Volume Surge in Early Week
§  As many as 9 STI Stocks have traded more than double their three month daily average volume in trading sessions for the early week of 21...
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Telstra Lays Down the Roadmap to Plugging the NBN Earnings Hole
We retain our AUD 6.00 fair value estimate for narrow moat-rated Telstra, following the update of its playbook to address the key issues on...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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