Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Seven Group: Potentially a New Wesfarmers in the Making
At AUD 15.50, Seven Group Holdings (SVW AU) shares screen as somewhat overvalued, though our quibble is with the price not the business. The...
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Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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Last Week in Event SPACE: FamilyMart, Monex, Investa, Seven, Adeka, HK & Shanghai Hotels
Last Week in Event SPACE ... The MSCI A Share Phase II inclusion could be a damp squid There will be no near-term selldown in Familymart Uny...
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