Under-The-Radar Storage a Gem in the Portfolio
Abacus Property (ABP AU)'s transition from speculator to rent collector unlocks value.After a year at the helm, Abacus Property Group's Managing...
624 Views
Aveo Group (AOG AU): An Emerging Bidding Battle Presents an Opportunity
Aveo Group (AOG AU), an Australian retirement village operator, is amid a strategic review to sell itself. At its 1H19 results on 13 February, Aveo...
469 Views
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
359 Views
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,...
366 Views
Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
2.4k Views