ASX200 Index Rebalance: More Change Than Expected
There are 6 inclusions and 6 exclusions for the ASX200 at the March review. There are a few 'surprises' and there is quite a lot of short interest...
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MOD Resources Supports Latest Sandfire Offer
Sandfire Resources Nl (SFR AU) has reloaded with an implied Scheme consideration of A$0.45 for Mod Resources (MOD AU), a 45% premium to the closing...
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Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Aussie Equities Month in Review (Sept 2018)
Giving Back Reporting Season Gains. In our view, reporting season was relatively solid, with 8% EPS growth achieved in FY18 and another 8%...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
357 Views