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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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bullish
•
Cross Asset Strategy
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27 Jul 2019 14:08
Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
Shane Lee
486 Views
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bullish
•
Cross Asset Strategy
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25 Apr 2019 10:57
Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
Shane Lee
447 Views
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bullish
•
Cross Asset Strategy
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20 Feb 2019 07:43
Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
Shane Lee
520 Views
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bullish
•
Cross Asset Strategy
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18 Dec 2018 16:01
A Houdini Act Worth Considering: Implications of a Pick up in US Productivity
The US yield curve has flattened sharply since our 2019 outlook was released lifting the risk that the end of the business cycle is rapidly...
Shane Lee
575 Views
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bullish
•
Cross Asset Strategy
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05 Nov 2018 10:05
Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
Shane Lee
292 Views
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