Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Equity Best Ideas for October 2016
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Vocus...
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We Recommend Ainsworth Game Technology Shareholders Vote in Favour of Resolution
We maintain our AUD 3.70 fair value estimate for Ainsworth Game Technology and believe its shares are significantly undervalued.The company will...
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Ainsworth Is Leveraging Local Expertise into Overseas Territories.
We update our Ainsworth Game Technology forecasts for the recently completed Nova Technologies acquisition.Our AUD 3.70 per share fair value and...
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