Finding value in Australia can be tough. With so few major companies, and so many fund managers hunting for the best ideas, value can disappear as quickly as it arrives. By way of illustration, the world’s largest company (Apple) currently trades on a lower multiple than Amcor or Brambles. In... Show More
Tesla blew through car production expectations this quarter – overnight it released production figures showing it had made just over 25,000 vehicles by 31 March – putting it on track to make 500,000 cars by 2018, according to the major shareholder, Elon Musk. The stock price is up 28% since... Show More
Just how big or widespread this Volkswagen (VOW) scandal will be is still under scrutiny...What we do know is that based on the latest data we have, German auto producers are one of the least preferred in our autos coverage (Chart 1).. Volume growth looks to have tapered off and... Show More
