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...
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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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