Link’s Lower Offer of A$4.30 from DND Fails to Excite
DND's lower offer of A$4.30 smacks of opportunism. The Board should reject the lower offer and instead go it alone and reignite interest from past...
501 Views
Link Admin: Speculation Mounts that DND Will Revive the Deal with a Lower Offer
Renewed bid spec is an unexpected positive catalyst. Tweaking the IE’s valuation range for the market sell-off points to a Link valuation range of...
514 Views
Link’s Scheme Meeting on 13 July, High Spread Reflects Deal Risk
The high gross spread of 10.7% reflects significant risks which are ACCC review, a contract renewal potentially leading to MAC and an FCA...
463 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
864 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
1.9k Views