IDP Education Placement Early Look - A Big Block/Whole Lot of Blocks Could Be Coming
Earlier this year Education Australia Ltd, raised US$153m via selling a 5.1% stake in IDP Education (IEL AU). The lock-up from that deal is about...
518 Views
Technology One: Our Top SaaS Pick From APAC
Although the share seems a bit elevated at the moment, we feel that Technology One should be worth following among long-term, quality-focused...
520 Views
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...
1.1k 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...
505 Views
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...
623 Views