Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.7k Views
Smartkarma - ECM Coverage Weekly Update (14 Nov 2016)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our accuracy...
304 Views
Efficiency and Industry Tailwinds Will Improve Performance, but Powerful Customers Will Limit Upside
We are initiating coverage of newly floated Inghams Group, or Ingham's, with an AUD 3.50 per share fair value estimate, a no-moat rating and high...
180 Views
Smartkarma - ECM Coverage Weekly Update (7 Nov 2016)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our accuracy...
333 Views
Ingham's IPO - Price Revision, Perhaps Luck Is Not Needed Anymore
Ingham's Group Ltd (ING AU)Â has revised down its IPO price range to a fixed price of A$3.15 a share from its initial range of A$3.57 -4.14 . The...
242 Views