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...
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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...
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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,...
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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...
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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...
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