Stock Reviews
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5/6/08
Party over for Stockland and Mirvac
With property developers facing a tough future, Mirvac’s cheaper price tag is enough to overcome Stockland’s higher quality.
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19/5/08
Retail property trusts feel the pinch
Australian consumers have been keeping their money in their pocket (or mortgage) recently, but that’s only part of the problem for retail landlords.
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2/4/08
Danger remains in office trusts
Prices in Australia’s listed office property sector haven't been this low for years. But there are some very good, and worrying, reasons for that.
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10/3/08
Westpac Banking Corporation
Westpac well placed for the crunch
Recent talk about the credit crisis has been overwhelmingly negative, but there may also be a few positives for a big bank like Westpac.
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25/1/08
National Australia Bank Limited
Market meltdown hits National Australia Bank
The share price has fallen 20% from its highs. That makes it a more attractive proposition but our general concerns with the banking sector remain.
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21/12/07
Centro Properties Group
Centro's credit crisis
Centro hedged its interest rate risk, its exchange rate risk and believed that it had plenty of funding sources. Along came a black swan event in the...
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30/11/07
Bank of Queensland Perpetual Equity Preference Shares
PEPS aren't that peppy
Bank of Queensland is one of the first institutions to offer fixed income securities to investors since the sub-prime debt crisis. But do PEPS have...
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30/8/07
QM Technologies Ltd
QM Technologies reinvents the envelope
Sometimes you can 'build a better mousetrap' even in the toughest industries. But the harsh realities of competition shouldn’t be forgotten.
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9/8/07
Ten Network Holdings Limited
Tuning in to Ten
With the prospect of a private equity bid getting fainter all the time, this TV company's stock has been falling - which is music to our ears.
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25/7/07
Stockland Trust Group
Is Stockland safe as houses?
Scratching beneath Stockland’s surface reveals a company more vulnerable than its size might suggest. In the third of our four-part series covering...



