Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Smartkarma Originals
Short-Sell Strategies – How to Get Teflon Coated?
This insight has been produced jointly by Shifara Samsudeen, ACMA, CGMA ​and Supun Walpola ​at LightStream Research ​ In this Smartkarma...
1k Views
WiseTech (WTC AU): Smoke and Mirrors, Sell
WiseTech trumpeted its H1 results: revenue +31% and EBITDA +29% as vindication of the model. The problem is that growth is M&A driven, revenue...
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XERO: A Beautiful Business but Not Pricing in Much in the Way of an SME Rout
Xero Ltd (XRO AU) (Mcap: US$6bn, ADV: US$35m) is as its tagline says a "beautiful business". The company is a classic SaaS business offering cloud...
540 Views
Wisetech: Taking the Fifth
WiseTech asked to see our report and questions. There were no direct answers, simply a standardised email that stated that recent disclosures...
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