Donaco International Ltd: A Tiny Cap, Low Price Entry Bet on the Bourgeoning Cambodia Gaming Market
The company's flagship Star Vegas casino resort was victimized by an alleged diversion of VIP players by its contract management. Now under...
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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...
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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...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
757 Views