The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
485 Views
OZ Minerals (OZL AU)’s A$28.25 Non-Binding Offer from BHP
While the offer is below the rumoured Board's target of a A$30 offer, it is still attractive. At the last close, the gross spread to the offer is...
436 Views
Weekly Stock Bullfinder - Week of 11/14
This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...
326 Views
OZ Minerals (OZL) - Copper and Comps Have Caught Up
BHP bid for OZL at a premium to market, to peer and copper-implied fair. Since then, copper and peers have rebounded. OZL is no longer trading with...
598 Views
OZ Minerals - Circumstances May Merit a Revised Tilt
OZL has dipped as both BHP and OZL appear to be trying to wait each other out on BHP's A$25/shr offer. Chile presents some problems, global stocks...
448 Views