G8 Education's FVE Cut 11% to AUD 4.00 Due to Long-Term Competitive Pressures
We have cut our fair value estimate for no-moat-rated G8 Education by 11% to AUD 4.00 per share, largely due to a reduction in long-term profit...
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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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Market Overreacts to G8 Education's Weak First-Half Result
G8 Education has embarked on a rapid yet highly successful and disciplined acquisition strategy, consolidating the fragmented child-care...
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G8 Education Remains Undervalued for Risk-Tolerant Investors
The Australian federal election result wasn't a great outcome for child-care centre operator G8 Education as the prospect of a weak federal...
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