Olam Group: Restructuring to Unlock Value
Olam Group set to replace Olam International as the listed company entity on 16 March. Our SoTP valuation is S$2.36 per share, which is a 34%...
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Adani Wilmar IPO Initiation: Cooking up a Business
Adani Wilmar is set to launch an IPO to raise $483m. The business has broadly attractive fundamentals and is worth a closer look.
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GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
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GrainCorp (GNC AU): Pressure Mounts, Diminishing the Prospects of a Bump to the LTAP Bid
Frustration on the slow progress of the LTAP bid came to a head at the recent AGM, where shareholders registered what appeared to be protest votes...
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Graincorp Redux: LTAP's Offer May Necessitate A Bump
Almost five years to the day since then-treasurer Joe Hockey shot down Archer Daniels Midland Co (ADM US)'s $12.20/share Offer ($13.20/share...
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