Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
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Seek Remains Undervalued Following OES Investment
We maintain our fair value estimate for narrow moat-rated Seek at AUD 16.00 per share following its purchase of an additional 30% of Online...
150 Views
Zhaopin - Corp Event Unfolding
On Feb 16 2017, Zhaopin received a non-binding proposal by SEEK, Hillhouse Capital and FountainVest Partners to acquire all outstanding shares not...
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Seek's Fair Value Estimate Increased 14% to AUD 16.00 Following Good First-Half Result
We have increased our fair value estimate for narrow-moat-rated Seek by 14% to AUD 16.00 per share, following a reassessment of the company's...
139 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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