Aussie Consumers: Tough Shopping in a Down Market
Looking for Defensive Earnings in the Sector is Getting Tougher. We raised the bar on defence in our latest model portfolio update and added TME...
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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
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Quiddity Leaderboard ASX Jun26: FireFly Metals A Question Mark; Qube Replacements; Rank Changes
All expected index changes have multiple days of volume to trade. There is still roughly one month left in the reference period and some ASX 200...
430 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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