Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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Last Week in Event SPACE: WorleyParsons, Clarion, Healthscope, Idemitsu/Showa, Intu, Mazda, Orion
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) investors who were bullish at 23x earnings should be more bullish a bigger, better...
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WorleyParsons' Giant Makeover
This morning, WorleyParsons Ltd (WOR AU) announced a trading halt to last through Tuesday. 13 minutes later the company announced the acquisition...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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