Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Australian Reporting Season: Insurance Australia Group, Villa World & Wesfarmers
Australian reporting season today (15 Aug 2018) saw Insurance Australia (IAG AU), Villa World Ltd (VLW AU) and Wesfarmers Ltd (WES AU) report full...
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Wesfarmers Gearing Ready to Pounce
Coles Demerger Opens up New Possibilities, but Stops Short of Materially Adding to Underlying ValueWesfarmers Ltd (WES AU)'s management is...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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