Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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How to Play the Australian Child Care Bonanza
New government funding package will benefit child care providersExecutive SummaryThe Australian early childhood education and care, or ECEC, sector...
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Market Overreacts to G8 Education's Profit Guidance Downgrade
We have maintained our fair value estimate for G8 Education Ltd (GEM AU) at AUD 4.00 per share following management’s announcement fiscal 2017 EBIT...
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RYB IPO Preview: An Early Childhood Educator Riding on China's Demand for Premium Education
RYB is the largest early childhood education service provider in China measured by total revenues (2016), which aims to list on the NYSE....
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Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
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