Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
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The Socially Responsible Investor - Crown Resorts
The rapid growth in socially responsible investing (SRI) has bucked the trend away from active management. Estimates suggest that SRI assets...
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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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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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