PKS Holdings (ASX: PKS)
Analysts
Gary Palar, Andrew He, Annabel Yenson, Henry Yu & Jack Jin
Edited by Victor Yan & Vincent Susilo
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A Bullish Thesis on Commodity Supercycles
High growth equities have been the name of the game last year. But how should investors position their portfolios for the future with respects to reflation fears, high stimulus spending and a reopening of economies?
In this piece, Victor Yan takes a deep dive into a bull case towards being overweight on hard commodities – where the current environment could potentially be the precipice of a commodity supercycle.
Growth vs. Value: Does the Rotation Have Legs?
The outperformance of growth has been as stark as investors have ever seen. As the great debate of Growth versus Value rages on, the question facing investors is why the relative performance of growth has been so superior of late, and whether they can extrapolate this trend over the next decade despite the improving backdrop for value. Peter Cotsopoulos explores.
Virtual Restaurants: The Next Step in the Food Delivery Trend
They say that within any crisis comes an opportunity. This has certainly been the truth an ever changing restaurant industry as Charlie McMillan Summons explores the emergence of new “Virtual Restaurant” models.
Dusk Group (ASX: DSK)
Equity research report for PKS Holdings (ASX: DSK) as of 26/04/2021.
Prepared by Victor Yan & Henry Yu.
For educational purposes only.
Heavy Weighs The Crown
Crown Resorts has been hit particularly hard by Victoria’s lockdowns, but its most egregious blunders are endemic and have been for a long time, and it only has itself to blame. If it is to survive this shameful chapter, what emerges from the ashes may be unrecognisable.
Sam Triantafillopoulos takes a deep dive into what Crown’s future may hold.
The Story Behind the Blooming of the Aussie Dollar
While we may think a $5 note in our pocket is just that: a $5 note, currencies are subject to market forces that prop up and erode its value daily. Henry Yu and Annabel Yenson explore the reasons behind the strong firming of the Australian Dollar over the recent year, and provide an outlook into how our currency may be positioned for the future.