BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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ASX Short Interest Weekly (May 8th): BHP, Telstra, National Australia Bank, Wesfarmers
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Telstra, National Australia Bank, Wesfarmers,...
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A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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Australian Department Stores Are Going Out of Fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competitionTimes are tough for...
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Woolworths Puts Customers Ahead Of Profit
In the wake of the war in Iran, Woolworths has elected to take a hit on margins rather than push up prices for struggling consumers. Woolworths...
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