Primer: Village Roadshow (VRL AU) - Aug 2026
Acquired and Delisted: Village Roadshow Limited was acquired by private equity firm BGH Capital and delisted from the Australian Securities...
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Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
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Webjet (WJL AU) (Further) Rolls Over After Ariadne & BGH Terminate Co-Op
At this price level, I doubt Helloworld, Ariadne, and/or BGH are out of the picture. Still, absent an Offer (indicative or otherwise), I'd be...
142 Views
Leverage to Chinese Tourists Can Be Sweet and Sour:Â Implications on Australian Leisure and Travel
Executive SummaryAustralia has been a key beneficiary of China's rising middle-income class, with inbound tourists from the country growing at...
265 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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