Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group
As scheduled, Australian reporting season ramped up today (22 August 2018) with APA Group (APA AU), Lend Lease (LLC AU) and Seven Group Holdings...
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APA Group - Too Much Risk, Not Enough Reward
APA Group (APA AU) closed up 1.7% today at $9.59, bouncing off its post-non-binding-announcement low (also today) of $9.40. This closing level...
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APA Receives Attractive Takeover Proposal From CKI; We Lift Our FVE to AUD 9.50
Hong Kong-based CK Infrastructure Holdings Ltd (1038 HK), and its affiliated companies, are back on the hunt in Australia, lobbing an all-cash AUD...
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CKI's APA Proposal to Test Foreign Investment Mood
This morning, APA Group (APA AU)confirmed the receipt of an indicative, non-binding and conditional proposal from CK Asset Holdings (1113 HK) and...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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