Last Week In Event SPACE: MCJ, Jardine Matheson, Toyota Industries, Zijin Mining/Chifeng Jilong Gold
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
574 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views
Pepper Money (PPM AU)'s Board Should Accept The New Reality
And the "new reality" is not embraced as Pepper Money's IBC has informed Challenger it has decided not to proceed with the revised proposal.
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Merger Arb Mondays (23 Mar) - Qube, Pepper, Bluescope, Skyworth, ENN, Makino, Sankei Real, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
330 Views