Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Perpetual outflow: Don't discount the structural headwinds
Perpetual dived by over 6% on the announcement that it had suffered a net outflow of A$1.6 billion outflow in the June quarter, its biggest...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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ASX Short Interest Weekly (Sep 15th): NAB, Newcrest Mining, Pilbara Minerals, Perpetual
We analyzed ASX short interest report for the past week and highlight short interest changes in NAB, Newcrest Mining, Pilbara Minerals, Perpetual,...
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