Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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The Morningstar Time Machine Revisits Australia's Last Recession
Opportunities could present if the market loses its cool.An Australian Recession is Improbable, But Not Out of the QuestionYes, we've dropped the...
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Aussie Retail Investors: Don't Be Fooled by Amazon's Slow Start
So far, Australian retailers haven't felt Amazon.com Inc (AMZN US) AU's presence, but the threat is real.Amazon AU Forcing Traditional Retailers to...
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Aussie Wages Growth: It Will Come, Be Patient
Stay Underweight Discretionary Retail. In our note dated 2 February 2018, “Going into Survival Mode: The Rush to Innovate”, we described the...
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A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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