This 44-page report undertakes an analysis of Telstra’s current strategic positioning, market consensus earnings growth profile and portfolio construction characteristics. - However, rather than undertake a ‘steady state’ review of the company,...
This March 2016 report contains our thinking into the value of information and data analytics. Our interest in this topic has been piqued by the timing and quantum of the Equifax's...
Our April 2016 review of Britain's video broadcaster iTV plc illustrates that it has delivered operating, financial and share price performance that is impressive and contrary to that which would...
Our 32-page report on the international private hospital sector suggests that the industry is well placed to benefit from the impact of global environmental factors. We believe that these include: _ i)...