Company Reports

The next Australian global success story?


Thursday, July 12th, 2018
We have profiled Afterpay a number of times in the past year, following the company’s meteoric rise. Afterpay at its core is an incredibly simple concept, flipping the economics of credit-cards on their head. Not long ago it was accepted...Click to view

Credit Corp short report


Thursday, July 12th, 2018
An interesting recent development for Credit Corp (CCP) was a negative research report on the stock, published anonymously. This thesis was publicly distributed through Twitter, seeking to establish that the value of Credit Corp is below the current stock price....Click to view

James Hardie rising above its past


Thursday, July 5th, 2018
James Hardie (ASX code: JHX) is the best producer of Fibre Cement board in the world and is proving that through market share gain in the US. Recent moves in Europe potentially open a new market for growth. US$ reported...Click to view

IPH – fully franked dividend and beneficiary of AUD weakness


Wednesday, June 27th, 2018
IPH Limited (ASX code: IPH) is a leading intellectual property services firm in Asia Pacific, assisting largely international clients with patent and trademark applications, as well as advising clients on their intellectual property rights and those of their competitors. The...Click to view

How cheap is too cheap?


Thursday, June 21st, 2018
Ramsay Health Care shares were battered to 52-week lows recently by capitulation selling in response to a negative broker report. It’s been a tough two years for shareholders in the former market darling, whose shares have trended lower from a...Click to view

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