Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales
Australian shares have lagged for a while, but we see opportunity in a basket of trending stocks. We can scale up if the index improves, while...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Primer: Transurban Group (TCL AU) - Apr 2026
Transurban is a leading global toll road operator with a portfolio of high-quality, long-concession assets in Australia and North America,...
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ASX Short Interest Weekly (Sep 18th): Codan, Sunrise Energy Metals, TPG Telecom, Qbe Insurance
We analyzed ASX short interest report for the past week and highlight short interest changes in Codan, Sunrise Energy Metals, TPG Telecom, Qbe...
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ASX Short Interest Weekly (Sep 4th): CAR, Cochlear, Predictive Discovery, Sonic Healthcare
We analyzed ASX short interest report for the past week and highlight short interest changes in CAR, Cochlear, Predictive Discovery, Sonic...
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