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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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...
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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...
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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....
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