Brookfield's Offer For Aveo May Just Get Up
On 15 August 2018, when shares were changing hands at A$2.21/share, Aveo Group (AOG AU) announced a Strategic Review in which six proposals from...
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Aveo: Take Advantage of the Lull To Take a Second Crack
Back in August, I argued a case for the privatisation of Aveo Group (AOG AU), which at the time was trading at a P/B of 0.6x versus ~2x for peers....
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Aussie Healthcare Daily: 8 Dec 2017
The Aussie Healthcare Daily is a summary of major news and announcements from ASX-listed healthcare companies as well as developments and trends in...
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Time to Look at the Laggards in Aussie Healthcare
Australian Growth stocks have under-performed in the past four years, but they generally perform well in a rising global interest rate...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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