Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
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A2 Milk the Cream of the Crop; Initiating With Narrow Moat and NZD 14.60 (AUD 13.30) FVE
The A2 Milk Co Ltd (A2M AU) is set to enjoy high growth and stellar returns on invested capital, supporting our NZD 14.60 (AUD 13.30) per share...
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China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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