Quick Note: Global brand at an attractive price
IDP Education plans to raise A$300-330m, assuming SEEK sells its entire stake, through an IPO. We had a look at the deal earlier in our Pre-IPO...
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IPO Preview:Growing market and strategic co-owner combined with a global brand means its set to fly
IDP Education (IDP) plans to raise approximately A$200-300m through an IPO, with SEEK planning to pare down its stake in the company. While we...
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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...
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A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
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ASX Short Interest Weekly (Sep 15th): NAB, Newcrest Mining, Pilbara Minerals, Perpetual
We analyzed ASX short interest report for the past week and highlight short interest changes in NAB, Newcrest Mining, Pilbara Minerals, Perpetual,...
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