Westpac - Let's See How The New CEO Handles These Fines
New CEO steps in to deal with AML mess. Fines set to range between AUD 12.3 bn to AUD 301 bn, implying 2xd consensus or 3x market-cap and this is...
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Westpac Placement: An Expected EPS Dilutive Deal but Discount Is Deep
Westpac Group announced an AUD 2.5 billion capital raising plan this morning, via a fully underwritten AUD 2 billion institutional placement and an...
391 Views
Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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