Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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MYOB Remains Undervalued Following Strong Interim Result; FVE Increased to AUD 3.95
Narrow-moat MYOB Group Ltd (MYO AU) reported a good interim result that was slightly stronger than we expected. Management provided more detailed...
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News Corporation Boasts the Tools to Rise Above a Sunset Industry
News Corp Class A (NWSA US) is operating in an industry undergoing unprecedented changes, with the traditional print-based publishing business...
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Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
865 Views
REA Group's Remains Overvalued as 3Q Result Meets Expectations
Narrow-moat-rated REA Group's third-quarter result was broadly in line with our expectations, and we maintain our fair value estimate at AUD 47.00...
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