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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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (18 May 2026)
Discover 15 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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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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Higher Funding Costs No Big Deal for Aussie Banks
Stay Underweight Banks. One of the key areas of push-back from clients to our call for Australian equity market outperformance is concerns about...
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