Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
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MYOB (MYO AU): Manikay’s Valuation Requires Flawless Execution
On Thursday, MYOB Group Ltd (MYO AU)Â released its Scheme Booklet in which the Independent Expert, Grant Samuel, valued MYOB between A$3.19 and...
356 Views
MYOB (MYO AU): Head for the Exit
On 5 March 2019, Manikay Partners, an 11% shareholder, wrote to MYOB Group Ltd (MYO AU)Â chairman Justin Milne to reveal that it believed that KKR...
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MYOB Setting Up As A Riskier Trade
When I wrote about KKR's purchase of 17.6% of MYOB Group Ltd (MYO AU) from Bain in October - a trade which got KKR to a 19.9% holding, my take on...
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MYOB (MYO AU): KKR Making Out like Bandits Due to a Sharp Market Rally
MYOB Group Ltd (MYO AU)'s shares are trading A$3.42, marginally above KKR & Co Inc (KKR US)'s revised lower offer of A$3.40 cash per share, due...
586 Views