US Masters (URF AU): Almost Too Good To Be True
This is not a hard catalyst idea. More of a slow-burn, deep-value trade. Currently trading at A$0.31/share, with the potential to realise upward of...
Australia REITs: Asset Deflation Bear Market
The asset deflation bear market in FY22 has improved the overall REIT valuation. A basket of REITs is currently at 0.8x, versus the five-year...
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
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