Aussie Equities Month in Review (July 2019)
After a surge last month, downgrades were well below average during July. However, the ASX 200 again ignored signs earnings were slowing and...
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DuluxGroup’s Attractive Bid from Nippon Paint
DuluxGroup Ltd (DLX AU) is Australia’s largest player in the decorative paint market, with well-known brands Dulux in paints and Selleys in...
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Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
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