Sydney Airports (SYD AU): Opportunistic Tilt Amid Cloudy Future
A full Offer probably needs to be tabled at $9+, ~9% up from the current proposal, and an additional $2bn outlay from the Consortium. I think DD...
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ACCC Green Lights Ruralco/Nutrien Merger
On the 27 February this year, Ruralco Holdings (RHL AU) announced it had entered into a Scheme Implementation Deed in which Nutrien Ltd (NTR CN)...
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(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
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GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
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Last Week in GER Research: Huya, Bilibili and Qutoutiao
Below is a recap of the key IPO/placement research produced by the Global Equity Research team. This week, we update on the bevvy of placements...
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