Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Smartkarma: ECM Coverage Weekly Update (29 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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Charter Hall Placement - Accretive Investments, Sentiment Has Turned Positive Since Sell-Down
Charter Hall Group (CHC AU) is raising US$206m (A$278m) through selling 50.2m primary shares to invest in a number of property-related funds. The...
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Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
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