by Andrew Baber | Nov 5, 2022 | Hatchings
Hatchings NOVEMBER 2022 – ISSUE 10 Will Santa smile on Australian retailers this Christmas? What’s the outlook for retail stocks? It’s a delicately balanced question. On the one hand, consumers look to be in rude health – employment is at record highs and...
by Andrew Baber | Sep 13, 2022 | Hatchings
Hatchings SEPTEMBER 2022 – ISSUE 8 The August 2022 Reporting Season Watch for outlook comments at AGM’s All eyes are on AGM season after company reporting season showed that rising interest rates and higher fuel and food prices are impacting the outlook for...
by Andrew Baber | Aug 28, 2022 | Hatchings
Hatchings August 2022 – ISSUE 7 Why ‘factors’ are factored into qualitative investments. Peter BrookeGareth Hurst In quantitative equity investing there is always talk about factors, but what is a factor, how are they defined, and does the Australian equity...
by Andrew Baber | Jul 1, 2022 | Hatchings
Hatchings JULY 2022 – ISSUE 6 Our thoughts on the energy transition Stephen ButelKristen Le Mesurier In an attempt to prevent blackouts and astronomic wholesale power prices across the east coast of Australia, the energy market regulator took an incredible step...
by Andrew Baber | Jun 21, 2022 | Academic Research
Academic Research Net share issues and the cross-section of equity returns under a dividend imputation tax system Academic Research | 29 October 2019 There is strong empirical evidence that stocks that issue new shares experience negative abnormal returns following...
