Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
572 Views
AIO: The Initial Arb Equivalency Grids
Several hours ago, Brookfield Infrastructure Partners (BIP US) announced a binding agreement for a BIP-led Consortium to purchase all the shares of...
426 Views
This Train has started!
Brookfield Infra ("BIP") announced a proposed AUD 9.05 per share offer for Asciano ("AIO") on the 1st of July. We initiated on the this deal with...
383 Views
Transurban (TCL AU): Are Offshore Buyers on the Road Again?
The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality...
559 Views