KLBF: Healthy Growth for This Pharmaceutical
Good price momentum, cheap on a gross profit basis, and good growthin core profit relative to its sector Health awareness among the Indonesian...
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Blackmores' Domestic Sales Stabilizing, but Operating Leverage Lower, Shares Remain Undervalued
We maintain our AUD 119 fair value estimate for narrow moat Blackmores following the firm's third-quarter result, which was broadly in line with...
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Financial Forensics - The Short-Seller's Indispensable Tool-Kit
Financial forensics remains an indispensable part of the short-seller's tool-kit. In this report, Evidente updates and expands its analysis of...
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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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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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