Australian Retail Sector Review
Following the recent release of retail trade data for the 2016 calendar year, Evidente has undertaken a review of Australia’s retail sector. ...
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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Metcash Placement - Well Flagged Deal Leading to an Accretive Acquisition
Metcash Ltd (MTS AU) plans to raise AUD 80mn to partially fund its acquisition of Home Timber & Hardware (HTH) Group from Woolworths. Prior to...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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