Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy
MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...
523 Views
Dalrymple Bay Infra Placement - Good Track Record but Might Be Too Chunky
Brookfield Asset Management Lt (BAM US) aims to raise around US$278m via selling 23.3% of Dalrymple Bay Infrastructure L (DBI AU).
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ESR Group (1821 HK): Precondition Satisfied
This is a done deal, helped by irrevocables and the material derating of peers. At the last close and for an early August payment, the gross...
478 Views
Blood, Sweat, and Bids: Grifols Draws Renewed Interest from Brookfield
Brookfield's renewed interest in Grifols signals confidence in its turnaround, with strengthened financials and potential for improved future...
432 Views