Media Reform at Full Tilt; Now for the Circus
The Federal government plans to abolish television licence fees and curb betting advertisements on television screens. The net impact is positive...
181 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.2k Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
681 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
336 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
761 Views