Orica Offering - Concentrated Active Holder Base Means Over-Raise Should Be OK - Index Implications
Orica is raising more than it needs to buy privately-held Axis Mining but it will be accretive in Year 1. There is an equity raise of A$650mm...
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Last Week in Event SPACE: BHP, Bank of Kyoto, Incitec Pivot, Yancoal, Virtus
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Explosive Demerger For Incitec Pivot
The move todayĀ - down 1.4% - is illustrative of what the market expects can be extracted from the demerger.Ā Perhaps this might shake out some...
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MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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ECM Weekly (17 May 2020) -Dada Nexus, Kintor Pharma, Yeahka, Archosaur Games
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming...
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