Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
372 Views
Coles Placement - Wider Discount to Account for Overhang
Wesfarmers Ltd (WES AU) is back on the market looking to sell 69.4m shares in Coles Group Ltd (COL AU). This came a little over a month after its...
296 Views
Stealth Global Holdings - Primed for Operating Leverage
Stealth Global Holdings Limited (ASX:SGI) has reported ~15% sales growth in its core Australian operations over 1H20, well above incumbents...
588 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
310 Views
Coles Placement - Selldown from Wesfarmers Expected but Discount Is Narrow at the Top
Wesfarmers Ltd (WES AU) is looking to sell 65.4m shares in Coles Group Ltd (COL AU). Post selldown, Wesfarners will still have about 10.1% stake in...
378 Views