ANZ – Cost Containment Differentiates
In a world of low rates and similar dynamics on credit costs, operating costs can better differentiate. ANZ shines in both cost direction and...
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Australian Venue Co. IPO - Stagnant Industry but Acquisitions Could Rev It Up
Australian Venue Company aims to raise around US$273m in its Australia IPO. The company was majority owned by KKR prior to listing.
357 Views
Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
290 Views
Major Breakout For EURO STOXX 50
Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and...
203 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
324 Views