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,...
449 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...
354 Views
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
1.9k Views
Australian Reporting Season: Woolworths
Week 3 of Australian reporting season began with Woolworths Ltd (WOW AU) releasing its full year results (FY18) today (20 August 2018). We were...
241 Views
Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
858 Views