Expensive Quality, but Worth Being There
At over 35x PE multiple, the stock looks extremely expensive with a lot of belief baked into the stock price. The question that needs to be asked...
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Time to Look at the Laggards in Aussie Healthcare
Australian Growth stocks have under-performed in the past four years, but they generally perform well in a rising global interest rate...
414 Views
Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
407 Views
Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
3.4k Views
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...
210 Views