Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Aussie Consumers: Tough Shopping in a Down Market
Looking for Defensive Earnings in the Sector is Getting Tougher. We raised the bar on defence in our latest model portfolio update and added TME...
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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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Financial Forensics - The Short-Seller's Indispensable Tool-Kit
Financial forensics remains an indispensable part of the short-seller's tool-kit. In this report, Evidente updates and expands its analysis of...
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