Last Week, in Event SPACE (8 July 2017)
In this weekly insight, Mangalores emerge in the Idemitsu Kosan Co Ltd (5019 JP) 's family/management confrontation, KKR's offer for Pepper Group...
379 Views
Mystery of What Was Under Fairfax Media's Bonnet; FVE Back to AUD 0.75 Intrinsic Assessment
We cut our Fairfax Media fair value estimate back to our unchanged stand-alone intrinsic assessment of AUD 0.75 per share. It follows the decision...
241 Views
Last Week, in Event SPACE (22 May 2017)
In this note, Abertis Infraestructuras SA (ABE SM) & Atlantia SpA (ATL IM) reverse roles in rekindling their connection; Japan Radio Co Ltd...
382 Views
Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
995 Views
TPG Consortium Returns with Cash but Still Just an Indicative Proposal for Fairfax Media
There is no change to our AUD 1.00 fair value estimate for Fairfax Media, in light of the revised indicative proposal from the TPG Consortium. By...
275 Views