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...
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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,...
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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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Atlas Arteria (ALX AU): IFM's Offer Now Open; Taps Panel Over OTPP's ROFO
IFM's Panel application has merit. Atlas' obfuscating on the ROFO is unprofessional. The 45% acceptance threshold remains doable. If not in, I'd be...
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