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CBA: "We have lifted our estimate of the current nominal neutral cash rate to 3.85%, from around 3.7% in July. The range across our models is now 3.2% to 4.3%. "The RBA’s estimates have also moved in the same broad direction over the past year, as have financial market
Macquarie on New Hope $NHC: "NHC FY26 results reported mostly in-line earnings, with Revenue/NPAT 1%/0% vs consensus and Ebitda a 4% miss against VA. "Cash flows and Net debt were also within 2% of market expectations. The final DPS of A30cps was the main beat, 97%/125% above
RBC Capital on Catapult Sports $CAT: "Catapult Sports is the global leader in performance analytics tools for elite and professional sports teams, with its products used by more than 4,000 teams across 40 sports. "Deep workflow integration, a high-retention SaaS model, and a
Do we collectively stop thinking clearly? Every time someone's using "Warren Buffett's favorite valuation indicator, the stock market capitalization-to-GDP ratio" and then warns of a pending bubble armageddon, I ask that same question. Counter-argument: once upon a time US
RBC Capital on James Hardie $JHX: "We expect James Hardie's September 15 investor day to highlight successes in integrating with AZEK and expand on its priorities and strategy as a combined company, with incremental updates on initiatives management has previously highlighted as
"(...) we would likely view a near-term correction as a buying opportunity. "As our updated forecasts attest, earnings momentum continues, the capital spending cycle pushes forward and the broader economy remains resilient. "From our vantage point, the line still moves up and
Aswath Damodaran: "As we get closer to the FOMC meeting date, it is likely that there will more talk about interest rates, and what the Fed can or cannot do to change their course. "Much of that debate, in my view, is pointless, since the pathway of rates is and will continue
RBC Capital on Orica $ORI: "While the macro backdrop remains supportive of the mining services companies, we expect Orica has been impacted by the North American AN supply constraints given the continued outage of the CF Industries' Yazoo City plant as well as a longer than