JBH & The Good Guys: Hunting For Some Animal Spirits
Edgware released the report ‘JB Hi Fi: From Good to Great’ in November last year (attached) along with key exhibits and updated earnings.We drew on...
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Retain Positive View on Australia's Discretionary Retailers
In May of last year, Evidente published a post recommending that investors have an overweight bet in Australia’s discretionary retailers based on...
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Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand
The fulcrum of power and influence in Australia’s superannuation system has been gradually shifting towards asset owners – particularly industry...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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