EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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Auckland Airport Lands a Good Price on Sale of Australian Airports; Shares Remain Undervalued
We applaud wide-moat Auckland Intl Airport Ltd (AIA NZ)'s sale of its minority ownership in North Queensland Airports, or NQA, for AUD 370 million...
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Auckland Airport's Wide Moat and Attractive Valuation Makes It Our Preferred Pick Versus Sydney
We reiterate our narrow moat rating for Sydney Airport (SYD AU) and wide moat rating for Auckland Intl Airport Ltd (AIA NZ). We believe both enjoy...
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Auckland Airport Is Well Placed to Ride on the Coattails Of Asia's Booming Tourism Sector
Auckland Airport reported fiscal 2016 statutory net profit after tax of NZD 262.4 million, up 28% on 2015. Excluding one-offs, underlying NPAT...
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Beware Complacency Around Australian Small Cap REITs Risk Exposures
In this post, Evidente extends its systematic model of earnings certainty to Australian small caps. The out-performance from large caps with high...
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