China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans
A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...
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CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
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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...
211 Views
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...
128 Views