Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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ASX Short Interest Weekly (May 8th): BHP, Telstra, National Australia Bank, Wesfarmers
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Telstra, National Australia Bank, Wesfarmers,...
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