Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group
As scheduled, Australian reporting season ramped up today (22 August 2018) with APA Group (APA AU), Lend Lease (LLC AU) and Seven Group Holdings...
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Aussie Equities Model Portfolio Update - June 2018
Australia is overtaking other markets in the race to the end of the global equities bull market. We are sticking to the themes and sector...
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Singapore Property Weekly Recap (10th Mar to 16th Mar 2018)
Seven Singapore property news this week that you need to know.16th Mar 2018 – CDL to launch new Tampines CondoRoyston Foo: Labelled as the “first...
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Untimely Overseas Investments in Rising Interest Rates, Reducing MEC's FVE to JPY 2,100
We reduce our fair value estimate for Mitsubishi Estate Co Ltd (8802 JP), or MEC, to JPY 2,100 per share, from JPY 2,200 per share previously,...
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