Last Week in Event SPACE (6 August 2017)
Vexing redux on the M&A front as both United Engineers Ltd (UEM SP) and New World Dept Store China (825 HK) comfortably trade through terms;...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
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Beware Complacency Around Australian Small Cap REITs Risk Exposures
In this post, Evidente extends its systematic model of earnings certainty to Australian small caps. The out-performance from large caps with high...
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