Quiddity M&A: Australia Foreign Investment Reforms
On the 5 June 2020, the Treasury of the Australian Government released a 34-page document titled Foreign investment reforms, outlining the "most...
775 Views
Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
730 Views
Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
531 Views
Healius Taps The Market. ACL Should Walk
ACL is free to walk. I think it's time they did. Its Offer for Healius is currently expected to close on the 29 Feb 2024.
666 Views
Healius: Australian Clinical Labs' Opportunistic Merger Proposal
ACCC is not without issue. It may necessitate the divestment of assets, which in turn may reduce the synergies to be had from the companies...
568 Views