Building Weekly
Building Weekly New Zealand Housing market remains buoyant (REINZ, Jan.): House sales down -30.8% mom, +3.2% yoy (previous +8.5% mom, +45.8%...
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ACS: Unlocking Value Via Disposals
I see solid upside in ACS (and higher dividends), thus I recommend LONG ACS. My valuation is €28.5 per share (by applying a conservative 15%...
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Building Weekly
Building weekly New Zealand Residential consents remain resilient post lockdown (Jun.): +0.5% mom, +8.4% yoy (previous +41.7% mom, +3.8% yoy)...
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ACS: Analysis of a CIMIC Divestment
Daily El Confidencial published on 20 May that Acs Actividades De Construccio (ACS SM) (ACS) is exploring the sale of assets as a result of...
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MPC Kinetic IPO: A Leading Subcontractor to Bluechip LNG Projects Nearly Fairly Valued
MPC Kinetic IPO, a leading subcontractor for the upstream Australia LNG projects, is raising AUD 228.4 million via a listing. In this insight, we...
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