Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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The Morningstar Time Machine Revisits Australia's Last Recession
Opportunities could present if the market loses its cool.An Australian Recession is Improbable, But Not Out of the QuestionYes, we've dropped the...
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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Coles Group Offers Steady Cash Flows But Little Growth; Initiating With No-Moat and AUD 13.30 FVE
At our fair value estimate of AUD 13.30, Coles Group Ltd (COL AU) offers investors an attractive 5.1% annualised dividend yield, fully franked,...
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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...
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