Archive
Research & Markets
Recent Publications
Wesfarmers (WES) - Shrinking Target
Wesfarmers reported weak headline sales figures for 2Q12 relative to recent quarters.
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Computershare (CPU) - Taking the long view
We believe CPU’s recent share price weakness offers a buying opportunity.
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QR National (QRN) - New Year, New Company, Newman?
Does QRN still stack up on a risk/reward basis after 2011’s 24% rise? We look at the bear and bull cases - the answer is a resounding “Yes”.
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BSkyB - December Quarter Update
Great operational and financial result, with EPS growth of 25%.
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Seek (SEK) - Downside Priced In
Consistent with our assessment of value on a 2 year view, we maintain our Positive view and view further weakness as a buying opportunity.
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Bank Sector: Cost reduction and rate increases to mitigate rising funding costs
Australian banks remain well placed to offset the latest round of funding cost increases with cost reductions and out-of-cycle rate rises.
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Sherwin Williams - December Quarter Update
A good result in line with expectations.
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3M - December Quarter Update
A good result, ahead of our expectations, with surprising strength in the US.
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