Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
1.1k Views
TPG Consortium Returns with Cash but Still Just an Indicative Proposal for Fairfax Media
There is no change to our AUD 1.00 fair value estimate for Fairfax Media, in light of the revised indicative proposal from the TPG Consortium. By...
348 Views
Last Week, in Event SPACE (15 May 2017)
In this note, Obayashi Road Corp (1896 JP) received an underwhelming offer; Television Broadcasts Ltd (511 HK) obtains the necessary buyout waiver...
410 Views
Battle to Be the Master of Domain Begins; Fairfax FVE Lifted to AUD 1.00 Per Share
TPG Consortium's indicative AUD 1.20 to 1.25 per share proposal to acquire Fairfax Media is pitched at a substantial premium to our intrinsic...
313 Views
Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
515 Views