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  1. Update: Artal Purchases Of Weight Watchers Indication Shares Are Undervalued

    Headlines

    Wed, 20 Aug 2014

    previously ( here , here ) why we believe that the market is wrong to extrapolate the past into the future and how Weight Watchers' moat is still intact, making the shares undervalued. While we have been a bit early to the party, the controlling shareholder Artal

  2. We Still Believe in the Turnaround, but Russia Will Get Worse Before it Gets Better for Carlsberg

    Commentary

    Wed, 20 Aug 2014

    Eastern Europe demonstrate that the firm's lack of an economic moat is hindering its ability to react to a chain of unfavorable events. We are, therefore, reiterating our no moat stable moat trend ratings. Management has lowered guidance for

  3. Rents Nudge Up, but Redevelopment Is Charter Hall Retail's Key Earnings Driver

    Commentary

    Wed, 20 Aug 2014

    sustainably achieve returns above its cost of capital and hence the reason we do not consider the firm benefits from an economic moat . The firm sold all but a few immaterial offshore assets, with the final interests likely to be sold during the next

  4. Retirement Development Remain Key to Aveo's Growth Ambitions

    Commentary

    Wed, 20 Aug 2014

    generate returns above its cost of capital over the long-term, hence we do not consider the firm benefits from an economic moat . We are forecasting growth of 15% in underlying net profit for fiscal 2015, which is at the bottom of the guidance

  5. AVEO - Company Report

    Stock Reports

    Wed, 20 Aug 2014

    competitive advantages to justify an economic moat . Aveo's core business generates ..... Residential land subdivision is a no- moat activity because of low entry barriers ..... commercial property development is a no- moat activity as development land is usually

  6. No Surprises in Fiscal 2014 as Treasury Group Awaits Verdict on Northern Lights Merger Proposal

    Commentary

    Wed, 20 Aug 2014

    25% to AUD 0.50 per share. Our investment thesis for no- moat Treasury Group is unchanged. While the long-term outlook for ..... lack substantial brand strength, have no impact on our no- moat rating. The company enters fiscal 2015 with strong momentum

  7. New Morningstar Analyst Report for Trade Me Group Ltd

    Stock Reports

    Wed, 20 Aug 2014

    value accruing to new and existing users increases. This provides Trade Me with a significant competitive advantage and a wide moat . As a consumer-facing business Trade Me is exposed to fluctuations in economic activity and broader consumer sentiment

  8. Sirtex Sales Momentum Strong, but All Eyes on SIRFLOX: Significant Increase to Fair Value Estimate

    Commentary

    Wed, 20 Aug 2014

    SIR-Spheres in salvage therapy. At the current price we view the shares as slightly undervalued. Sirtex has no economic moat , in our opinion, because of the uncertain commercial potential of its single product, SIR-Spheres. Despite having

  9. Trade Me Trades Slightly Ahead of Expectations, Expenses Will Stifle Growth in 2015

    Commentary

    Wed, 20 Aug 2014

    consequently we think the stock could remain range-bound until the firm demonstrates earnings growth. We reaffirm our wide economic moat rating given Trade Me’s network effect due to a large audience base.

  10. Wesfarmers Presses Home its Cost Advantage to Deliver Strong Returns on Capital

    Commentary

    Wed, 20 Aug 2014

    00 to AUD 43.00. This is largely in line with the stock's market price. We view Wesfarmers as having a wide economic moat derived from cost advantages. With annual supermarket sales of AUD 37 billion from Coles and AUD 10 billion in hardware

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