Diversification Continues as Flight Centre's Domestic Operations Mature
Flight Centre's latest purchase in Europe has minimal near-term earnings impact on the group. The estimated AUD 163 million turnover from the...
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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...
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Are Cracks Starting to Appear at Flight Centre?
Flight Centre has endured the growth in online travel services surprisingly well in recent years with EPS growing at a compound annual growth rate,...
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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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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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