Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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Aussie Shorts [1 Jun 2026]: BHP, PLS Group, Arafura Rare Earths, REA Group, Bapcor
The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of...
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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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ASX Short Interest Weekly (May 29th): Pilbara Minerals, Wesfarmers, Scentre, Computershare
We analyzed ASX short interest report for the past week and highlight short interest changes in Pilbara Minerals, Wesfarmers, Scentre,...
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Atlas Arteria (ALX AU): IFM Comes Out Swinging
IFM has responded to Target’s statement by making a strong case that its offer is reasonable and that unlocking the maximum offer price is...
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