MYOB Remains Undervalued Following Strong Interim Result; FVE Increased to AUD 3.95
Narrow-moat MYOB Group Ltd (MYO AU) reported a good interim result that was slightly stronger than we expected. Management provided more detailed...
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Xero Passes the Tipping Point; FVE Increased 10% to NZD 23
Narrow-moat-rated Xero reported a strong fiscal 2017 result that was slightly better than we expected. We have increased our fair value estimate by...
417 Views
Xero Shares Remain Under Valued as Strong Revenue Growth Continues
We continue to believe narrow moat-rated Xero is undervalued, with the current share price of NZD 18.60 11% below our fair value estimate of NZD...
321 Views
Xero: Build It and They Will Come
Xero has grown quickly since incorporation in 2006 to become the largest provider of accounting software as a service, or SaaS, to the small and...
385 Views
WiseTech Global - Trading at Disruptor Valuations Without Disrupting Much
WiseTech Global listed on 11th April 2016 clocking first-day gains of 16%. The stock is now trading 32% above its IPO price. We wrote on the IPO,...
489 Views