Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Australian Reporting Season: Insurance Australia Group, Villa World & Wesfarmers
Australian reporting season today (15 Aug 2018) saw Insurance Australia (IAG AU), Villa World Ltd (VLW AU) and Wesfarmers Ltd (WES AU) report full...
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Wesfarmers Gearing Ready to Pounce
Coles Demerger Opens up New Possibilities, but Stops Short of Materially Adding to Underlying ValueWesfarmers Ltd (WES AU)'s management is...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Corporate Action: Fletcher’s Equity Raise Dilutes Owners, but Tames Risk; Take Up Rights Offering
We’ve reduced our fair value estimate for no-moat Fletcher Building Ltd (FBU NZ) to NZD 7.00 (AUD 6.60) from NZD 7.50 (AUD 7.00) following the...
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