Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
359 Views
Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
366 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
244 Views
BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
329 Views
Further Evidence of a Cyclical Recovery for Iluka
We make no change to our AUD 8.50 per share fair value estimate for no-moat-rated Iluka Resources. Evidence of a cyclical recovery continues to...
144 Views