Aussie Equities Month in Review (Sept 2018)
Giving Back Reporting Season Gains. In our view, reporting season was relatively solid, with 8% EPS growth achieved in FY18 and another 8%...
498 Views
Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
580 Views
Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
725 Views
Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
306 Views
Aussie Shorts [4 May 2026]: Woodside Petroleum, Woolworths, James Hardie, Beach Energy, IDP Edu.
The largest industry net increase in the past week was A$767mn into "Banks"; the largest industry net decrease was A$265mn out of "Metals". Net...
175 Views