Value vs volatility

02 Apr 2020

Stocks mentioned: CCP | Recommendation: Hold

CCP recently withdrew FY20 earnings guidance on potential COVID-19 impacts. We view the impacts as..… Read more

FY20 guidance is withdrawn

02 Apr 2020

Stocks mentioned: ABC | Recommendation: Add

Due to the uncertain duration and impact of COVID-19, ABC has withdrawn FY20 earnings guidance....… Read more

FY20 guidance withdrawn

02 Apr 2020

Stocks mentioned: AVN | Recommendation: Add

AVN has withdrawn FY20 guidance amid ongoing uncertainty due to COVID-19. The 3Q distribution was...… Read more

Testing times

02 Apr 2020

Stocks mentioned: IEL | Recommendation: Add

The impact of COVID-19 on IEL's operations and macro deterioration has seen the group announce a...… Read more

COVID-19 impacts take #1

02 Apr 2020

Stocks mentioned: TCL | Recommendation: Hold

COVID-19 has significantly impacted traffic on TCL's roads. We assume a full recovery does not...… Read more
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