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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Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
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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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Popular Stocks, Attractive and Unattractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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