Comments

Tourism Data shows strength again

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

RBA Cuts Interest Rates by 25bps! Positive for Equity markets.. Albeit priced in..

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Small cap standout - No bag big enough for this CAT

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Baillieu Holst June LIC Report

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Short positions are down ~17% from a five year high in just three weeks; however remain at elevated

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Aussie GDP figures

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Declining import demand from China and oil exporting economies

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

DOMESTIC TOURISM BOOM→ GROWING TREND THAT IS STILL IN ITS INFANCY BIGGEST BENEFICARIES: MTR, SLK & EVT

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Peer performance suggests signs of life for Ardent

James Nicolaou
James Nicolaou
Baillieu Holst Ltd

Australian Travel & Tourism Sector: starting to really motor on due to lower A$ & Chinese tourists- AAD, AHD, MTR, VRL, SLK

James Nicolaou
James Nicolaou
Baillieu Holst Ltd