Rhipe (RHP AU): Crayon Sees Silver in Them Thar Clouds
The granting of DD indicates Rhipe is open to a firm offer, yet the non-exclusive nature of that DD suggests other suitors are welcome. I'd be...
390 Views
Hansen Technologies (HSN AU)'s Assured Deal With BGH
Assuming six weeks for DD to compete and a SID to be entered into, this could be wrapped up late Nov. That suggests this is trading at a gross...
258 Views
Altium Ltd (ALU) Rebuffs Autodesk Offer
Altium is clearly in play, and optically, Autodesk's bid appears opportunistic in the face of Covid and Altium's restructuring. An offer north of...
307 Views
Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
470 Views
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
343 Views