Spark: FY20 – First Impressions
SparkFY20 – First Impressions Spark’s (SPK) FY20 result and FY21 guidance were both largely in line with our and consensus expectation. EBITDA...
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Equity Strategy: Institutional Model Portfolio
Equity Strategy Institutional Model Portfolio The near term outlook for both economic activity and markets remain highly uncertain, despite the...
293 Views
Equity Strategy: The Dividend Hit Has Only Just Started
Equity Strategy The Dividend Hit Has Only Just Started The politics of dividend distribution will heavily influence how corporates navigate...
460 Views
Conviction List: Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM)
Conviction List Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM) We double the size of our conviction list from four to eight...
533 Views
Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
568 Views