Hellaby/Bapcor: Partly Hostile
Trading at or through the $3.30/share cash terms since the Takeover Notice on the 27 September, both parties have argued the merits of the...
218 Views
Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
199 Views
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...
336 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
761 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
339 Views