Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Elevating Heart Rates as Potential CSL Blockbuster Enters Phase 3
A novel approach targeting recurrent heart attacks adds significant upside potential to CSL's pipelineBreakthrough medicine candidate CSL112...
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Strong 1H18 Result and New Products Expected to Support Future Growth
CSL Ltd (CSL AU) reported their 1H18 result on 14 February 2018: Revenue $4,147m, up 11% at constant currency (cc) EBIT $1,476m, up 31% cc NPAT...
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Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
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Sanofi: Stop the Bleeding with Bioverativ
Today, Sanofi (SAN FP) announced that it is acquiring Bioverativ Inc (BIVV US) for $11.6 billion (a 64% premium). Management hosted a conference...
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