Screening the Silkroad: Small-Mid Cap - High-Risk Names To Avoid Q4 2018
■ Our Q3 2018 screen (in July Screening the Silk Road: Small-Mid Cap Names To Avoid) presented with 45 stocks: Since this list was issued, 31...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Vocus Calls in a Veteran Phone Operator
We view Vocus Communications Ltd (VOC AU)'s appointment of Kevin Russell as the new CEO as a win-win for both parties. It provides the...
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Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
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Australia Prepares for 5G Spectrum Auction in 2018
One of the reasons we think Telstra Corp Ltd (TLS AU) cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G....
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