IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/726" target="_blank" data-smartkarma-citation="entities:726:1">Healthscope Ltd (HSO AU)</a>, Australia’s second-largest private hospital operator, is caught again in a bidding war between <a href="https://www.smartkarma.com/entities/23741" target="_blank" data-smartkarma-citation="entities:23741:1">Brookfield Asset Management (BAM US)</a> and BGH-AustralianSuper. On 21 December 2018, Healthscope extended exclusive due diligence with Brookfield. Brookfield noted that it has "<em>no reason to believe it would not be willing and able to proceed</em>" with its proposal.</p><div class="content-highlight"><p>The popular narrative is that should a binding proposal materialise; shareholders can expect a bidding war among the existing bidders, and potential new bidders as Healthscope is “in play”. While there is there is a possibility for some ‘‘sweetening’’ to the bid price, we think that that the formal “winning” bid is unlikely to be materially above the current Brookfield bid.</p></div>

Healthscope Ltd (HSO AU), Australia’s second-largest private hospital operator, is caught again in a bidding war between Brookfield Asset Management (BAM US) and BGH-AustralianSuper. On 21 December 2018, Healthscope extended exclusive due diligence with Brookfield. Brookfield noted that it has "no reason to believe it would not be willing and able to proceed" with its proposal.The popular narrative is that should a binding proposal materialise; shareholders can expect a bidding war among the existing bidders, and potential new bidders as Healthscope is “in play”. While there is there is a possibility for some ‘‘sweetening’’ to the bid price, we think that that the formal “winning” bid is unlikely to be materially above the current Brookfield bid.

Healthscope (HSO AU): A Material Bump to Brookfield’s Offer Is Doubtful

Sweden

Attendo AB provides publicly funded healthcare and social care services. The Company offers elderly care, as well as disabled, individual, and family care services. Attendo serves patients throughout Sweden, Norway, Denmark, and Finland.

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Attendo AB (ATT SS)

Healthscope (HSO AU): A Material Bump to Brookfield’s Offer Is Doubtful

Healthscope Ltd (HSO AU), Australia’s second-largest private hospital operator, is caught again in a bidding war between Brookfield Asset...

Arun George

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