Academic Research

Published academic research and analysis for the high-level investor

Other articles you may enjoy

You’ll find our analysts musings quick to read but always incredibly insightful. Feel free to browse any topic that piques your interest.

The H1 Reporting Season 2024

The H1 Reporting Season 2024

H1FY24 was a benign reporting season with no downward revisions to the FY24 expected EPS growth vs. negative ~100bps this time last year (average of negative ~70bps historically).
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2024 – What to Predict?

2024 – What to Predict?

In January 2023 we published market forecasts for calendar year 2023. How accurate were the forecasts? Well not very and again we are reminded of the quote from Niels Bohr, the Danish Noble Laureate...
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The Lopsided Trading Smile

The Lopsided Trading Smile

For many years, no self-respecting financial markets participant would take a call when the market opened. For the Australian Securities Exchange (ASX) this is 10.00 am (AEST)...
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The Energy Market

The Energy Market

It’s a perennial challenge as governments strive for a balance between the growth and competition offered by free markets and the social and environmental outcomes desired by society. Federal government price caps...
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2023 What to Predict?

2023 What to Predict?

At Platypus we fall into the Niels Bohr camp in regard forecasting and prediction. A recap of some predictions for 2022 that we have recently reread have reconfirmed our position. In late 2021 a view had emerged...
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