EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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Caltex Australia: Should You Buy Here?
The risk Alimentation Couche-Tard (ATD/A CN) would walk away from Caltex Australia (CTX AU) was ever-present in a post-COVID-19 world. It was,...
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Caltex Australia’s Takeover Conundrum
Caltex Australia (CTX AU) is one of Australia’s largest convenience retailers and the leader in transport fuels, supplying one-third of all of...
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Caltex: EG Inconveniences ATD's Offer
Immediately after Caltex Australia (CTX AU) announced plans for a property IPO involving 250 freehold sites of 500 core sites previously flagged,...
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