Deep-dives
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Australia/NZ
Deep-dives
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
Thematic reports
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Australia/NZ
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
Australia/NZ
Travel notes: Western Australia
Estimated reading time: 13 minutes
Thematic reports
Australia's coming housing bust
Estimated reading time: 10 minutes
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world
Australia/NZ
Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Australia/NZ
Tabcorp (TAH AU)
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Australia/NZ
Ten Sixty Four (X64 AU)
Cash-rich Philippine gold miner listed in Australia
Australia/NZ
A2 Milk Company (A2M AU)
A2 Milk Company (A2M AU) is a dairy company based in Auckland, New Zealand. It started as a producer of liquid milk and has become dominant in this segment in Australia. In 2010, it launched an infant formula product that has become a massive success in China. The company’s