National Storage REIT Placement - Unimpressive Track Record
National Storage Reit (NSR AU) is looking to raise about US$118m to strengthen its balance sheet.The deal scores poorly on our framework owing to...
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Under-The-Radar Storage a Gem in the Portfolio
Abacus Property (ABP AU)'s transition from speculator to rent collector unlocks value.After a year at the helm, Abacus Property Group's Managing...
624 Views
Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Aussie Equities Month in Review (Sept 2018)
Giving Back Reporting Season Gains. In our view, reporting season was relatively solid, with 8% EPS growth achieved in FY18 and another 8%...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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