Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.2k Views
Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
402 Views
Australian Retail Sector Review
Following the recent release of retail trade data for the 2016 calendar year, Evidente has undertaken a review of Australia’s retail sector. ...
171 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
753 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
333 Views