KIS Capital Partners

04/03/2019

Please read our latest insight on ultra high voltage transmission lines -

The Chinese Solar Industry has endured a miserable decade. A classic tale of overcapacity spurred by easy credit and government subsidies. In particular, the Renewable Energy Fund (REF) which was set up to help fund wind, solar & biomass projects found itself with an annual deficit of ~RMB80-90b, an...

18/02/2019

Why banning could be worse for the rest of the world than for -

The internet is fast becoming split between US controlled or sponsored and China controlled or sponsored. This article will in no way comment on the security concerns that have been raised by many countries. There is no doubt that the intelligence community has found serious concerns. It is about th...

30/01/2019

KIS CAPITAL RESEARCH PAPER – THE IMMINENT RISE OF THE COMMERCIAL SPACE INDUSTRY

Back in 2016, we published our first research paper on the rise of electric and autonomous vehicles. Since then, electric vehicles have caught the attention of the wider investing community and we can say with some confidence that 2018 was the peak for internal combustion engine car production. We followed this up with our second research paper on human longevity in 2017. Whilst still in its commercial infancy, the medical industry’s pursuit of human longevity offers more exciting developments with each passing day, with broad implications for the investment community.


Our latest research paper is even more exciting, inspiring and a little scary – the imminent rise of the commercial space industry. We have had extensive discussions within our investment team and come to the conclusion that space exploration and travel could throw up some of the greatest investment opportunities of our lives. Albeit early, we feel it is important to have done the work and be prepared when those opportunities present themselves -

As you all know, we have shared our big picture, thematic thinking with all of you for a number of years now.   Back in 2016, we published our first research paper on the rise of electric and autonomous vehicles. Since then, electric vehicles have caught the attention of the wider investing communi...

31/10/2018

Unless you’ve been living under a rock these past few years, you’ve undoubtedly been barraged by news of the ‘latest and greatest’ iterations of .
Whether any of the seemingly endless supply of celebrity-endorsed Initial Coin Offerings, the current applications of blockchain technology have been disappointing to say the least.

A recent ASX-listing ($ID8.ASX) offers perhaps the most commercially-advanced blockchain use case available in the listed space.

Unless you’ve been living under a rock these past few years, you’ve undoubtedly been barraged by news of the ‘latest and greatest’ iterations of blockchain technology. Whether it be Bitcoin, Ethereum or any of the seemingly endless supply of celebrity-endorsed Initial Coin Offerings, the cur...

17/09/2018

Is China a Turkey? - With emerging market woes hitting headlines, we analyse if China will follow suit…

With emerging market woes hitting headlines, we analyse if China will follow suit…   Emerging markets have been a market darling through 2016 to 2018 with returns of +72% vs. +41% for the S&P500 (excluding dividends). However, that status has been tested through much of 2018, with the iShares MSC...

10/08/2018

“Carnage” is a word that comes to mind when thinking about the Australian telecom industry at the moment. Shares of major telecom players are down anywhere between 50% – 70% over the last couple of years.


As investors flee the sector, there is one company, however, which has caught our eye – TPG Telecom Limited (TPG)

“Carnage” is a word that comes to mind when thinking about the Australian telecom industry at the moment. Shares of major telecom players are down anywhere between 50% – 70% over the last couple of years, mainly due to:   eroding margins in the consumer broadband business (NBN can take the li...

10/07/2018

THE AWARD FOR MOST UNDERPAID EMPLOYEES GOES TO... It was just over a year ago that we heard Coles admit to the Fair Work Commission that as much as 60 percent of its workforce would be better off under the award – the minimum employee wage and benefits mandated by the state. For Australia’s biggest employer, Woolworths, the penny is yet to drop

It was just over a year ago that we heard Coles admit to the Fair Work Commission that as much as 60 percent of its workforce would be better off under the award – the minimum employee wage and benefits mandated by the state. The source of underpayment was the company’s cosy Enterprise Bargainin...

15/06/2018

At KIS we believe it’s important to seek out business and thought leaders as a source of knowledge and inspiration. Last week the team were very fortunate to be joined by Steve Marks (one of the first employees of SAC, the hedge fund founded by Steve Cohen and the inspiration for the television show Billions / co-founder of the Mexican fast-food chain, Guzman y Gomez (GYG)) -

At KIS we believe it’s important to seek out business and thought leaders as a source of knowledge and inspiration. In particular, observing the processes of the best business managers can yield wonderful learnings, both for enhancing your own managerial skills, as well as analysing the skills of ...

28/05/2018

Interested in working for KIS Capital? Join our Talent Community and set up your profile. In your profile you can set your work preferences, skills, availability and what you are looking for in a career. If your skills match our job vacancy we can contact you.

Welcome to the KIS Capital Talent Community. Talented people are core to our business and we are always keen to identify people that are highly skilled and potential aspiring employees. We invite you to be part of our talent community and create a web resume so you can be the first in line to be con...

15/05/2018

We’ve spent a lot of time here at KIS Capital contemplating who will finish first in the ever-accelerating race to full autonomy and following on from previous insight pieces KIS Capital’s Chief Investment Officer, Josh Best, discusses a unique way to play the autonomous vehicle theme - http://ow.ly/2Mhd30jZZ8o

19/04/2018

KIS Capital’s Chief Investment Officer, Josh Best, reviews a little technology company trying to reshape your healthcare experience.

Technology has infiltrated a range of sectors and truly revolutionised the customer experience. Innovations like internet banking and ride-sharing being obvious examples. Healthcare is one of the remaining bastions yet to have this customer experience revolution through technology.

Please watch the video for more detail - http://ow.ly/LbAs30jz3eS

KIS Capital’s Chief Investment Officer, Josh Best, reviews a little technology company trying to reshape your healthcare experience. Please watch the video for more detail.

06/04/2018

https://www.kiscapital.com/has-inflation-arrived/

General Mills, the maker of the famous ‘Cheerios’ cereal brand, fell as much as 10 percent this week following a downgrade related to margin pressure from cost inflation. CEO Jeff Harmening blamed a 20-year high in freight costs for the margin squeeze, sending the price of other packaged food br...