Mathan Somasundaram

Aussie market's up trend is about to break as US optimism struggles to support stretched multiples. Aussie markets has experienced profit taking cycles every 2-3 months over the last year. We estimate downside risk in the short term to be around 5-7%. High PE growth stocks will once again be... Show More

Morgans Financial Limited

Woolworths and Wesfarmers both highlighted at their annual results that the competitive landscape in food and grocery remains robust. Competition has increased from new store expansion from Aldi, and the industry-wide focus to pass on efficiency gains to customers, and invest in lower prices. However, sales growth is likely to... Show More