Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
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StubWorld: First Pacific's Discount Back To Passive Levels
This week in StubWorld ... Apart from a brief period of investor enthusiasm and a narrowing of the NAV discount in 2013 after First Pacific Co...
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Sector Capsule: Butter and Margarine in China
Butter and margarine records current retail value growth of 18% and retail volume growth of 8% to reach sales of CNY1.4 billion and 20,000 tonnes,...
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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