Last Week in Event SPACE – Chipbond, Idemitsu, Kakao, Aconex, Rowsley
Last week, Chipbond Technology Corp (6147 TT) joins the great semi China cash out; the founding Idemitsu Kosan Co Ltd (5019 JP) family bumps its...
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Aconex (ACX AU) Takeover by Oracle
Aconex Ltd (ACX AU) sells a cloud-based subscription service to a platform which helps construction companies manage complex projects. All...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
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WiseTech Global - Trading at Disruptor Valuations Without Disrupting Much
WiseTech Global listed on 11th April 2016 clocking first-day gains of 16%. The stock is now trading 32% above its IPO price. We wrote on the IPO,...
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