A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Spark Delivers Higher Growth with Higher Costs but in Line for FY18
Spark New Zealand Ltd (SPK NZ) reported revenue of NZ$1,822m, Ebitda NZ$464m and NPAT NZ$172m with revenue slightly below Ian Martin's expectations...
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Notes from the Silk Road: Setting Out Our Small-Mid Cap Lemonade Stand
Our Independent Lemonade stand approachIn 1973, Bob Jamison introduced his business simulation game in which choices are made by a player regarding...
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Spark NZ Plans a Return to Earnings Growth with the 25c Dividend Maintained
At their a recent analyst day in NZ, Spark NZ (SPK NZ) outlined its plan for a return to earnings growth with Ebitda margins above 30%. It is...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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