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20 October 2021 -

Climbing the Wall of Worry | EBOS Update

Global markets were higher overnight, with the US market (S&P 500 index +0.7%) rising for the 5th day in a row after another day of strong earnings.

20 October 2021 -

NZ Inflation Surges | Aristocrat Acquisition

Global markets were mixed overnight, with the US market (S&P 500 index +0.3%) recording its fourth consecutive gain as investors await key corporate earnings results.

19 October 2021 -

Growing the TAM (Total Addressable Market)

19 October 2021 -

Initiation of Coverage

19 October 2021 -

Small-Cap Conviction BUY – Adveritas (AV1) Initiation of Coverage

AV1 is an early-stage technology firm which has built a best-in-class ad fraud detection and prevention software solution called TrafficGuard to address the global problem (estimated at being close to ~$100bn p.a.) of ad fraud & invalid traffic in the boo

15 October 2021 -

Initation of Coverage

15 October 2021 -

US Earnings Impress | A2 Milk Soars

Of the 8 companies in the S&P 500 that reported overnight, all beat earnings expectations.

15 October 2021 -

Inflation Pressures | Bank of Queensland

US CPI (Inflation) figures for the month of September jumped +0.4% to 5.4% – driven by unprecedented shipping challenges, material shortages, high commodities prices and rising wages have which have driven up costs for producers.

13 October 2021 -

Markets in “Wait & See Mode” | Rio Tinto for Yield

Global markets were lower overnight, as US markets (S&P 500 index, -0.2%) traded weaker for a third consecutive session. Investors remain in “wait and see” mode ahead of key inflation data and third-quarter earnings start to kick off.