22 March 2023
The benefit of inflation – indexation
In this newsletter we'll explore indexation, the benefit of inflation.
22 March 2023
Synlait Milk Ltd (SM1): Rabbit don’t come easy
SM1 have downwardly revised FY23e NPAT expectations relative to market expectations ahead of its 1H23e result. We have downgraded our target price to A$3.20ps (prev. A$4.00ps).
7 March 2023
GenusPlus Group Ltd (GNP): Power to the people
We have transferred GNP analyst coverage and maintain our Buy recommendation with a Target Price of $1.18/sh (previously $1.72/sh).
24 February 2023
Tilt into change
In the latest ETF Report we discuss value for alternatives to long Treasuries that can be derived by combining a number of stylised Exchange-Traded Funds (ETFs).
