JBH & The Good Guys: Animal Spirits - More Crouching Tiger, Less Fluffy Bunny
Edgware called for some animal spirits from JB Hi-Fi in its pursuit of The Good Guys. It is a once in a generation opportunity to reshape the...
197 Views
Model Portfolio Monthly Update - Retain Strong Defensive Bias
Following a strong start in its first live month, Evidente's model portfolio under-performed in the month of August, falling by -3.0%, well below...
274 Views
Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
189 Views
Woolworths Carries Early Signs of Improvement Into Fiscal 2017
Narrow-moat Woolworths reported underlying net profit after tax of AUD 1,558 million, excluding discontinued operations, in line with consensus but...
174 Views
Metcash Placement - Well Flagged Deal Leading to an Accretive Acquisition
Metcash Ltd (MTS AU) plans to raise AUD 80mn to partially fund its acquisition of Home Timber & Hardware (HTH) Group from Woolworths. Prior to...
203 Views