Wesfarmers Ltd (WES AU): Synthetic Expert Call Transcript (02 Aug 2026)
Strict Return on Capital (ROC) Hurdles vs. Strategic Runways: Wesfarmers maintains a strict pre-tax Return on Capital hurdle rate, typically...
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Aussie Shorts [27July 2026]: Pro Medicus, Wesfarmers, Computershare, CSL, ASX, Stockland
The largest industry net increase in the past week was A$0.8bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Biotech". Net...
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Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Aussie Shorts [29 June 2026]: Pro Medicus, Wesfarmers, Aristocrat Leisure , MinRes, Woodside Energy
Net shorts declined A$0.8bn week-on-week. Companies mentioned in this regular weekly report include: Pro Medicus, Wesfarmers, Aristocrat Leisure,...
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