BBSP ASIA Equity Asia Weekly Research - 19 Sep 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...
368 Views
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
361 Views
Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
494 Views
Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
218 Views
Higher Funding Costs No Big Deal for Aussie Banks
Stay Underweight Banks. One of the key areas of push-back from clients to our call for Australian equity market outperformance is concerns about...
122 Views