Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
853 Views
Insignia Financial (IFL AU): 13th April Vote On CC Capital's A$4.80/Share Offer
This looks done. Assuming FIRB has no issue. Trading at a gross/annualised spread of 2.8%/18.5%. Key-Aussie-listed peer AMP is down 18% since Bain...
371 Views
Insignia Financial (IFL AU): Scheme Vote on 13 April
Regulatory approvals should be forthcoming, and the scheme vote is low-risk. At the last close and for a 28 April payment, the gross/annualised...
356 Views
Primer: Insignia Financial (IFL AU) - Oct 2025
Insignia Financial is in the midst of a significant transformation, focusing on simplification, cost reduction, and integration following the...
253 Views
EQT Holdings (EQT AU): TPG’s NBIO Is Light
EQT has received an NBIO from BGH at A$24.75, a 0.8% premium to TPG’s A$24.55 offer. Both offers are light as they are below pre-bid sell-side...
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