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
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...
140 Views
The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
846 Views