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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Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
435 Views
An Elders/AIRR Merger Re-Focuses ACCC on Ruralco/Nutrien
Back in February when Ruralco Holdings (RHL AU) announced it had entered into a Scheme Implementation Deed for Nutrien Ltd (NTR CN) to take Ruralco...
575 Views
Nufarm Limited: Rare Value and Seeds (Omega-3) Could Surprise.
Crop protection industry dynamics sufficiently supportive at this discounted share price.At AUD 5.00, Nufarm Ltd (NUF AU) shares screen as...
822 Views
Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
292 Views