Tough Medium-Term Outlook. Our Fair Value Estimate is A$2.50
Incitec Pivot is a leading global explosives company and Australian fertiliser manufacturer and distributor. Fertiliser is a cyclical business...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
628 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
313 Views
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
333 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
278 Views