Ramsay Health Care A$1.3bn Placement - A Decent Stock but Past Performance Weighs
Ramsay Health Care's largest shareholder, Paul Ramsay Foundation, is selling AUD 1.3 billion block after market close today. In this insight, we...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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