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Australia
Insights on Australia

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22 Nov 2024 13:28

Thematic Report: AI Wave- Big Tech's Spending Spree

​Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.

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bullishCuscal
22 Nov 2024 11:39

Cuscal IPO Trading - Valuation Appears Reasonable

Cuscal (1229Z AU) raised around A$337m (US$218m) in its Australia IPO. In this note, we talk about the trading dynamics.

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22 Nov 2024 11:30

Thematic Report: India's Capex Growth Ambitions Vs. Reality

​India's capital expenditure is slowing down due to elections, prompting the government to aim for 50.5% growth in the second half of FY25 to make...

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22 Nov 2024 09:40

Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote

This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...

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bullishPacific Smiles
22 Nov 2024 07:36

Pacific Smiles: Key Shareholders Reject Genesis' Terms

Pacific Smiles (PSQ AU)'s board caves and now recommends shareholders accept the Offer. Genesis Bidco now holds 32.93%, which the board reckons is...

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