All posts by Office

Costs and competition

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The Australian reporting season was disappointing, with significantly more misses than beats and a large number of downgrades to forecasts for FY19 and FY20. There was some offset from a number of special dividends, although dividend forecasts were cut in a range of sectors.

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Australia: struggle street

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Australian equity valuations improved during the year-end sell-off but they did not become compelling. The forward price to earnings ratio (PE) briefly dipped below historical averages, however, the positive start to the year has pushed the market back above this metric.

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