Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Carsales.com Remains Undervalued Following Good First-Half Result. FVE Maintained
Narrow moat-rated Carsales.com reported a good first-half result which met our expectations despite weakness within its finance division. The 8.0%...
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Carsales.com Looks Overvalued Following Share Price Rally
Carsales.com shares look moderately overvalued following the 25% rally over the past nine months. At the current market price of AUD 12.30, the...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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