Ventia IPO - Strong Revenue Visibility, Valuation Appears Reasonable
Ventia, an infrastructure services provider, aims to raise up to US$812m via a mix of selling primary and secondary shares, in its Australian IPO....
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Seven Group Holdings Placement - Good Track Record but Still a Large Deal to Digest
Seven Group Holdings (SVW AU) aims to raise around A$500m (US$38m) via an institutional placement to primarily help reduce its gearing and provide...
484 Views
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%...
496 Views
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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