Busting to Release Value as Ariadne Rides onto Ardent Leisure's Register
Two events this week support our view that no-moat-rated Ardent Leisure is undervalued, with the securities trading at a 16% discount to our...
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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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Mantra Group - Stepping Out of Its Comfort Zone
Mantra Group, an Australian accommodation operator with the second largest network of hotels, resorts and serviced apartment properties in...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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