Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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ASX Short Interest Weekly (May 22nd): Suncorp, BHP, Computershare, Northern Star Resources
We analyzed ASX short interest report for the past week and highlight short interest changes in Suncorp, BHP, Computershare, Northern Star...
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Aussie Equities Month in Review (January 2019)
Australia underperformed the global benchmark in January but performed in line with the UK, Japan, and China. Beneficiaries of a weaker USD such...
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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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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