Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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Navitas' FVE Increased 8% Following Investor Strategy Day
We have increased our fair value estimate for Navitas by 8% to AUD 4.50 per share following the investor strategy day last week. Our fair value...
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Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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IDP Education: First Test Them, Then Place Them
Since listing in Nov 2015, the stock has risen 50% from its IPO price, as it continued to perform even post the 28% pop at listing. You can find...
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