Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<p>The Government's release&nbsp;of Re:think,&nbsp;its tax discussion paper, is a welcome development, designed to kick-start the conversation with the community on a range of reform options designed to&nbsp;achieve a simpler&nbsp;and&nbsp;streamlined&nbsp;tax system&nbsp;capable of meeting the growing needs of an ageing population.&nbsp;&nbsp;&nbsp;I discuss some of the areas raised in Re:think which are of greatest interest to equity investors: how important income and consumption taxes are to Australia's tax take in a global context,&nbsp;the prospect of the growing drag from bracket creep on household disposable incomes (discretionary retailers), the outlook for the GST (supermarket&nbsp;retailers),&nbsp;the efficacy and viability of the dividend imputation system (high yielders with predominantly domestically oriented operations), the sustainability of the concessional tax treatment of superannuation (asset managers), and the risk associated with companies that have low effective tax rates.</p>

The Government's release&nbsp;of Re:think,&nbsp;its tax discussion paper, is a welcome development, designed to kick-start the conversation with the community on a range of reform options designed to&nbsp;achieve a simpler&nbsp;and&nbsp;streamlined&nbsp;tax system&nbsp;capable of meeting the growing needs of an ageing population.&nbsp;&nbsp;&nbsp;I discuss some of the areas raised in Re:think which are of greatest interest to equity investors: how important income and consumption taxes are to Australia's tax take in a global context,&nbsp;the prospect of the growing drag from bracket creep on household disposable incomes (discretionary retailers), the outlook for the GST (supermarket&nbsp;retailers),&nbsp;the efficacy and viability of the dividend imputation system (high yielders with predominantly domestically oriented operations), the sustainability of the concessional tax treatment of superannuation (asset managers), and the risk associated with companies that have low effective tax rates.

Australia

Resonance Health Limited is a healthcare company that develops and commercializes a non-invasive magnetic resonance imaging technology used for the detection and diagnosis of iron levels in the liver.

LBT Innovations Ltd. owns a technology for the automated innoculation of laboratory samples onto agar plates.  The technology is licensed to another company.

Universal Biosensors Inc. is a specialist medical diagnostics company.  The Company develops, manufactures, and commercializes a range of in vitro diagnostic tests for point-of-care use.

Compumedics Limited develops computer-based medical monitoring and diagnostic equipment, which are supplied to hospitals, clinics, universities and research organizations throughout the world.  The Group's systems are used in the examination and analysis of issues relating to cardiology, neurology, electromyography and sleeping disorders.

CardieX Limited operates as a digital healthcare company. The Company develops and manufactures vascular biometric technology devices that measures arterial health by collecting clinically meaningful digital vascular biomarkers using novel sensors. CardieX serves customers worldwide.

Micro-X Limited designs, develops and manufactures ultra-lightweight carbon nanotube-based X-ray products. The Company offers its products to the healthcare and counter IED imaging security markets around the world.

Nova Eye Medical Limited manufactures and develops medical technology devices. The Company develops a suite of glaucoma treatment technologies that enable ophthalmologists to treat across the full spectrum of the glaucoma disease process. Nova Eye Medical serves customers worldwide.

USCOM Limited manufactures and develops cardiac monitoring devices.  The Company's products include the USCOM Monitor which provides an alternative to existing invasive methods of cardiac output measurement techniques.

Allegra Orthopaedics Ltd researches, develops and manufactures prosthetic implants and medical devices. The Company also supplies products, technology and advice to its customers.

Analytica Limited is a biotechnology company that is involved in the research, development, and manufacture of medical diagnostic kits and retractable medical devices. The Company's products are used for detection of ovarian cancer, gluten intolerance, and various antibodies.

EPS Bio Technology Corp. is an OEM/ODM manufacturer of glucose meter and strips with a vision of developing and marketing high quality diabetic self-monitoring system.

CU Medical Systems,Inc., is a medical corporation.  The Company manufactures and  sells medical devices based on  high technology.

Health & Life Co., Ltd. manufactures and markets electronic blood pressure monitors for home and hospital uses.

Adventa Berhad is an investment holding company. The Company, through its subsidiaries, manufactures and distributes sterile surgical and medical examination gloves as well as distributes medical and hospital related products. Adventa also generates and supplies energy and electricity using biomass technology.

KAWAMOTO CORPORATION manufactures medical and nursing products including gauze, bandages, and absorbent cotton.  The Company also produces antibacterial wet paper towels, sanitary products, and childcare goods.

TTBIO Corp manufactures precision hand-piece dental equipment. The Company, Thunder Tiger Corp, once manufactures radio control models and small jet turbines. TTBIO is now a full-fledged dental equipment manufacturer.

Solco Biomedical Co., Ltd. manufactures and sells medical equipment and medical electronic devices for home health care use, as well as surgical instrument products, such as metal surgical implants and hypothermic units.

FUJI LATEX CO., LTD. manufactures and sells condoms.  The Company also manufactures shock absorbers and balloons for advertising.  Fuji Latex markets its products in Asia, Europe, and Oceania.

Theraclion is a medical device company that specializes in High Intensity Focused Ultrasound (HIFU). The Company offers a solution of echotherapy to ablate small lesions.

Sincere Co., Ltd. manufactures and sells contact lenses. The company offers daily wear and disposable contact lenses. Sincere serves customers in Japan.

Respiri Limited develops and commercializes medical devices. The Company offers wheeze detection devices, inhalers, acoustic sensors, and electronic asthma diaries. as well as renders smartphone applications to detect and measure wheezing and coughing problems. Respiri serves customers worldwide.

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Respiri Ltd (RSH AU)

Taxing Times For Australia

The Government's release of Re:think, its tax discussion paper, is a welcome development, designed to kick-start the conversation with the...

Sam Ferraro

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52-week Range

Market Cap (USDm)

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