Spark's Distributions Aren't Immune to Regulatory Attacks
The outlook for Spark Infrastructure (SKI AU) and peers is depressed by unrelenting regulatory attacks as the government tries to improve utility...
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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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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...
359 Views
Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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APA Receives Attractive Takeover Proposal From CKI; We Lift Our FVE to AUD 9.50
Hong Kong-based CK Infrastructure Holdings Ltd (1038 HK), and its affiliated companies, are back on the hunt in Australia, lobbing an all-cash AUD...
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