API AU: The Hunter Turns The Hunted As Wesfarmers Makes A Move
With SOL's backing, you realistically have a $1.38/share floor, with the possibility of another bidder emerging. You could position yourself around...
554 Views
Woolworths/Endeavour: Taking A Bet On Alcohol & Gaming
I side with ESG-focused super investors' concerns on Endeavour, given its exposure to gaming & alcohol. Woolies is now a pure-play on grocery and...
405 Views
Coles Placement - Wider Discount to Account for Overhang
Wesfarmers Ltd (WES AU) is back on the market looking to sell 69.4m shares in Coles Group Ltd (COL AU). This came a little over a month after its...
488 Views
ECM Weekly (23 Feb 2020) - SBI Cards, Peijia Medical, Shenzhen Hepalink, Home First Finance
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong Kong...
626 Views
Coles Placement - Selldown from Wesfarmers Expected but Discount Is Narrow at the Top
Wesfarmers Ltd (WES AU) is looking to sell 65.4m shares in Coles Group Ltd (COL AU). Post selldown, Wesfarners will still have about 10.1% stake in...
563 Views