Arvida Group (ARV NZ): Stonepeak’s Binding Proposal at NZ$1.70
The offer is attractive, and shareholders representing 18% of outstanding shares are supportive. At the last close and for a November payment, the...
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Arvida (ARV NZ): Stonepeak's Offer
Assuming mid-Dec payment, this is trading at a reasonable gross/annualised spread of 4.9%/12.6%. Also run a ruler over other NZ peers such as...
576 Views
Metlifecare Is Back in EQT’s Crosshairs
Metlifecare Ltd (MET NZ)Â owns and operates a portfolio of 25 retirement villages and related care facilities, which are predominantly located in...
335 Views
Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
559 Views
Oceania Healthcare IPO Review - An Inexpensive Aged Care Facility Operator and Developer
Oceania Healthcare (OCEANIA AU) is looking to raise approximately US$139m in its upcoming IPO. Proceeds raised will be used to reduce debt and to...
667 Views