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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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.
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.
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.
The New Bandwagon: “Thematic ETFs”
The rise of Exchange Traded Funds has been one of the most revolutionary developments in financial history, and one major advancement in this space was the introduction of the thematic or rules based ETF.
Yuanli Chagan and Tyron Hay explore.
The Risks in Misunderstanding Risk
Risk is often defined as volatility in finance textbooks. However, should we blindly accept this interpretation?
Victor Yan explores an alternative view towards understanding the nature of risk.
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.