Last Week in Event SPACE: WorleyParsons, UNIZO, Adani Gas, ERM, Dah Chong, Toshiba, China Everbright
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) petitions FIRB to decide whether Dar Group is abusing the creeper rule. The Unizo...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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WorleyParsons Gets That Creeping Feeling
Following a report in the AFR (paywalled), WorleyParsons Ltd (WOR AU) has confirmed it is in discussions with Australia's Foreign Investment Review...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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