ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Bradken - Mine, All (Well, Not Quite) Mine
A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a...
322 Views
Solid Second Quarter for Fortescue; AUD 2.80 Fair Value Maintained
Fortescue’s fiscal 2017 second-quarter iron ore shipments of 42.2 million tonnes were broadly in line with recent periods and our expectation. We...
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Buoyant Prices and Solid Production Should Lift BHP Billiton's Fiscal 2017 Earnings
We maintain our AUD 18.50 per share fair value estimate for BHP Billiton. First-half fiscal 2017 production was broadly in line with our...
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Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?
Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...
306 Views