Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
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Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
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Equity Best Ideas for October 2016
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Vocus...
307 Views
Collateral Damage but Vocus Communications Shares at 26% Discount to Fair Value Estimate
Some of the factors that have wiped 24% off Vocus' market value since the fiscal 2016 results release on 23 August are disconcerting. However, we...
366 Views
Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
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