29 November 2021
National Australia Bank (NAB): Folksy, not schmaltzy
The ACCC will not oppose NAB’s buy of the Citi consumer business as the transaction should not lessen competition.
25 November 2021
LIC Quarterly – The LIC sector trades at a discount to NTA… Right?
In the latest LIC Quarterly report we discuss one method for identifying and determining the importance of pre-tax NTA versus post-tax NTA, as well as the treatment of pre-tax and post-tax net effects considered in this calculation.
23 November 2021
How does your pension live on after you die?
In this newsletter we discuss what happens to your pension after you die.
22 November 2021
Commonwealth Bank (CBA): Forest for the trees
We discuss CBA’s 1Q22 result components in this piece, and lower our price target by 6% to $111.000 (previously $118.00).
22 November 2021
City Chic Collective (CCX): USA underpins strong start to FY22
At its recent AGM, CCX provided commentary on trading for the FYTD.
22 November 2021
IPH Limited (IPH): Strong filings growth bodes well for outlook
At its AGM, IPH provided an overall positive trading update for the first four months to 31 October (FYTD).