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Brambles Ltd (BXB AU)
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58
Analysis
Industrials
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Australia
Brambles Limited is a global support services group which provides pallet and plastic container pooling services and information management services.
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bearish
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Macquarie Group
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02 Dec 2015 21:30
Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds
Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms. ...
Sam Ferraro
220 Views
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bullish
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Brambles Ltd
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02 Dec 2015 15:49
Competitive Threats Will Not Topple CHEP. Long-Term Trends Favour Market Leadership.
Brambles has a superb wide-moat franchise. Its dominant position in global pallet pooling through CHEP has made it one of Australia's most...
Morningstar, Inc.
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221 Views
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bullish
•
Thematic (Sector/Industry)
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16 Nov 2015 14:26
Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
Sam Ferraro
274 Views
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bullish
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Thematic (Sector/Industry)
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15 Nov 2015 22:41
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
Sam Ferraro
322 Views
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bearish
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Thematic (Sector/Industry)
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25 Sep 2015 20:46
A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
Sam Ferraro
333 Views
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