It’s Not Over Yet, but Lift the Bar on Defence
A Correction and Not the End of the Cycle. In our view, the equity market sell-off in the past few weeks is a correction and a return to more...
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MYOB: KKR Launches a Proposal. Lightish?
Accounting software and services provider (among other things) MYOB Group Ltd (MYO AU) this morning announced that largest shareholder Bain had...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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WiseTech Global Shares Remain Overvalued Despite Strong First-Half Earnings Growth
We weren’t surprised by the 23% fall in narrow-moat-rated WiseTech Global Ltd (WTC AU)'s share price following its interim result. The share price...
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