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
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
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...
660 Views
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...
993 Views
Chiyoda: Limit Down Again as SMBC Nikko Touts Possibility of Capital Raise on Ichthys Expenses
After opening down 7% and trading for about an hour, Chiyoda Corp (6366 JP) plunged again and was locked limit down. We believe this is due to...
657 Views