Industry Seems to Be at Peak Prices and Peak Volumes
Wellard Limited plans to raise US$240-290m in its IPO which was launched today. We had a look at the deal earlier this week, Ready to Serve the...
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Ready to Serve the Chinese Consumer but Where's the Beef?
Wellard Limited plans to raise USD250-300m through an issuance of primary and secondary shares. The IPO is expected to be launched later this...
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Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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