Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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Aequitas 2020 IPOs and Placements Performance - IPOs in the Limelight but Placements Stole the Show
2020 marked our second year of operations as an Independent Research Company, and our fifth year covering ECM. In 2020 we had an accuracy rate of...
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Australia and New Zealand Candidates for Placement
Over the past two weeks, Australia and New Zealand have collectively seen over ten placements/entitlement offerings, of which we have covered...
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Oil Search Placement - Worth Exploring but I Wouldn't Pump Too Much into It
Oil Search Ltd (OSH AU) plans to raise around US$700m via an institutional placement and entitlement offer. The company will use the proceeds to...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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