Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued b...
Travel stocks may have rallied from the announcement of the vaccine but Schroders “struggle to understand” how they can be trading at pre-pandemic levels given the contin...
Even in a steady state, airlines will not grow any faster than pre-pandemic levels, according to Lumenary’s Lawrence Lam....
The Platinum International fund has begun “carefully” increasing its exposure to the beaten-up travel sector....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....