14 October 2021
ASX Rate Highlights – October 2021
The Q3 insights report and the full chart pack from the ASX Rates ecosystem during the July to September 2021 period.
13 October 2021
Bega Cheese Ltd (BGA): Better buy Bega…Back
Fonterra (FSF) recently highlighted a desire to focus on its NZ milk business, with a decision to be made on the ownership structure of the Australian business. In this note we explore a potential acquisition of Fonterra Australia (Fonterra) by Bega.
12 October 2021
Imdex (IMD): In the sweet spot
IMD has released a record 1Q22 trading update, with unaudited revenue 13% QoQ (41% YoY) to $86.8m.
7 October 2021
CME Rates Recap – October 2021
With 2Y, 3Y, and 5Y Treasury yields all rising to new 2021 highs in September, clients are capitalizing on the curve granularity and cost-effective execution (1/8 ticks) of 3Y futures to manage short-end UST exposure.
6 October 2021
ASX Grains Focus – September 2021
In the September ASX Grain Focus Monthly report open interest in Wheat remains high currently 33% above where it was this time last year.
5 October 2021
ANZ Banking Group (ANZ): FY21 result preview
ANZ’s result will come out on Thursday 28 October 2021 and these are our forecasts for FY21.