Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
298 Views
Woolworths Carries Early Signs of Improvement Into Fiscal 2017
Narrow-moat Woolworths reported underlying net profit after tax of AUD 1,558 million, excluding discontinued operations, in line with consensus but...
225 Views
Metcash Placement - Well Flagged Deal Leading to an Accretive Acquisition
Metcash Ltd (MTS AU) plans to raise AUD 80mn to partially fund its acquisition of Home Timber & Hardware (HTH) Group from Woolworths. Prior to...
369 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
284 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
707 Views