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...
435 Views
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...
99 Views
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...
125 Views
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...
144 Views
Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
241 Views