Atlas Arteria (ALX AU): The IE Says NOT Fair & Reasonable. All Eyes On Skyway's Put Option
Intriguing situation. The 45% acceptance threshold remains doable despite a hostile situation and considerable IE/IBC pushback. If not in, I'd be...
168 Views
Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
527 Views
ASX Short Interest Weekly (May 15th): Insurance Australia, Rio Tinto, 4Dmedical, Goodman, Lottery
We analyzed ASX short interest report for the past week and highlight short interest changes in Insurance Australia, Rio Tinto, 4Dmedical, Goodman,...
96 Views
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...
315 Views
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,...
109 Views