Spark (SKI AU): Scheme Booklet Out. Meeting On The 22 November
Trading tight at a 1.5%/9.1% gross/annualised spread. Looks reasonable. If you are a zero-rate taxpayer, or a low-rate payer, who can reclaim the...
406 Views
AusNet Services (AST AU): Spurned APA Trumps Brookfield's Proposal
Assuming APA is granted DD - after the completion of Brookfield's - this transaction may drag into 2Q22. You have two large players in the mix. I...
423 Views
AusNet Services (AST AU) Opens Its Books to Brookfield
Assuming an estimated effective date towards the end of March 2022 - today's close is around a gross/annualised return of 5.9%/11.6%. Not bad....
467 Views
HSI, HSCEI, HSTECH: September Rebalance Flows Post Capping
There are some pretty large flows across the HSI, HSCEI and HSTECH at the September rebalance due to name/float/capping changes. Impact on some...
605 Views
Last Week in Event SPACE: Sembcorp, CK Hutch, Prosus/Naspers, Z Energy, Milton, China Logistics
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
509 Views