Domino's Pizza's Strong Growth Underpinned by Competitive Advantages; FVE Lifted to AUD 60
We have reviewed our modelling assumption for narrow moat-rated Domino’s Pizza Enterprises following a change in analyst. Our fair value estimate...
212 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.2k Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
673 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...
397 Views
Re-Visiting the Big Short: Australian Growth Stocks
Last month, Evidente documented that the valuation dispersion between value and growth stocks was without precedent; the median book multiple of...
210 Views