Tassal: Cooke Remains a Determined Suitor
Shares are trading in line with the rejected offer price. We think that it is likely that Cooke returns with another offer which will force the...
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Tassal Is in the Crosshairs of a Suitor
Mr Cooke, who was previously interested in Huon, has acquired a 5.40% stake. Benchmarking to the Huon transaction multiples implies a floor offer...
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Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
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Bakkafrost Catches The Scottish Salmon Company
On 25th September, Faroe-Islands based Salmon producer Bakkafrost P/F (BAKKA NO), announced they had signed a binding agreement for the acquisition...
509 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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