Coca-Cola Amatil's Near-Term Outlook Goes Flat, but We See Long-Run Improvement; Shares Undervalued
Narrow-moat Coca Cola Amatil Ltd (CCL AU) highlighted continued near-term challenges in its Australian beverages division at its investor day that...
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Bad News for Coca-Cola Amatil Creates Downside Risk, but We Don't Yet See a Domino's Effect
Coca-Cola Amatil has faced two pieces of bad news recently, with grocer Woolworths Ltd (WOW AU) announcing it would not immediately stock the newly...
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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