BREAKING: Confidential Santa Claus Correspondence Leaked! Way Too Hot (And Salty!) For Wikileaks!
Who says nothing big ever happens in December?This past week we obtained, via legally questionable means, a trove of 2016 Christmas gift lists and...
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Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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Getting Around Sydney Airport
We maintain our earnings and fair value estimates following an investor day for narrow moat-rated Sydney Airport. The day included presentations...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Australia a Risk Haven? Not Today, Mate
Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
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