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...
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Wesfarmers’s Demerging of Coles Has Positives, But Our DCF-Based FVE Is Unmoved
Narrow-moat Wesfarmers Ltd (WES AU) surprised investors with the demerger proposal of Coles, and in our opinion, the move makes sense. The...
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A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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Australian Credit: Is There Value Left in the Woolworths Turnaround?
Since the introduction of its new management team in February 2016 and abandonment of its failed venture into the Australian home improvement...
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A Look at Amazon's Launch in Australia
Amazon.com Inc (AMZN US) has officially launched in Australia signalling an increase in promotional activity and delivery based competition. Amazon...
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