Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
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ASX200 Index Review - A Handful of Changes
S&P Dow Jones Indices announced changes to the S&P/ASX 200 (AS51 INDEX) today. The changes are effective at the open of trading on 22 June...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Valuations don't offer a compelling discount, despite strong fundamentals
We would be price-sensitive for this deal and would only go in towards the low-end. The deal is being priced at 12-14x EV/EBITDA which is in-line...
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