Regis Healthcare (REG AU): Potential New Home For The Old
There is an abundance of issues faced by Regis, and the aged care reform outlook is uncertain amid diminished public confidence. Yet the indicative...
500 Views
Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
597 Views
Lowering Soul Pattinson's FVE, With Jury Out on TPG Telecom's Bold Move Into Mobile
We lower our fair value estimate for Soul Pattinson to AUD 14.50 from AUD 15.00 per share after taking into account the reduction in our fair value...
414 Views
TPG's Paying $1.5bn to Enter Australian Mobile Market. Or Is It a Negotiating Tactic?
As noted previously in TPG Telecom Entitlement Offer - Grand Plan Revealed, TPG (TPM AU), bought the major block of 2x10MHz of 700MHz spectrum...
280 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
819 Views