Changing Channels, but China Demand Robust; Australian Growth Main Driver of FVE Cut for Blackmores
Blackmores reported first-quarter fiscal 2017 net profit after tax, or NPAT, of AUD 12.1 million on group sales of AUD 149 million, down 47% and...
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Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
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Blackmores Infant Formula Not the Right Formula: Maintaining FVE
We retain our fair value estimate for narrow moat-rated Blackmores at AUD 154 per share, despite comments from Bega’s Executive Chairman, Barry...
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A2M:ASX A Simple Metric to Support a High-Conviction Investment Decision
Edgware has said since December last year that A2M:ASX was a new type of blue chip company with organic earnings power that will see its earnings...
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A2M:ASX Retail Investors Offer Institutions Gift Entry Price
Edgware notes are generally too wordy. We will try being concise for once. The market is just plain wrong on A2M. (Not a claim to make...
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