Health & Happiness (1112): Buy - Unjustly Punished!
Health And Happiness (H&H) (1112 HK) 1H 2019 result was better than its Australian competitor, Bellamy, whose product is perceived to be...
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Bellamy Cowed Into Mengniu's Offer?
21 months and counting. That's how long Bellamy's Australia (BAL AU) has been waiting for approval from China's State Administration for Market...
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Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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Resetting the Compass: ASX Model Portfolio Update - March 2019
Tracking Benchmark during the Correction and Now looking for Alpha. Our model portfolio has performed in line with the benchmark over the past...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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