The GER Weekly EVENTS Wrap: Softbank, Xiaomi, Capitaland and Navitas
Have nascent bull cases developed for maligned Softbank Group (9984 JP) and Xiaomi Corp (1810 HK)? In this version of the GER weekly events wrap,...
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Last Week in Event SPACE: Xiaomi, NTT, Capitaland, Panalpina, Celgene/Bristol Myers, Amorepacific
Last Week in Event SPACE ... Do not buy Xiaomi Corp (1810 HK) as there is a LOT of overhang still to come. Indications are a total of ¥550-650bn...
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Navitas (NVT AU): A Bid Priced to Go with a Reasonable Chance of a Competing Bid
Navitas Ltd (NVT AU), an Australian-listed education company, is subject to a revised bid. On 15 January 2019, the BGH Consortium bid against...
839 Views
Navitas' FVE Increased 8% Following Investor Strategy Day
We have increased our fair value estimate for Navitas by 8% to AUD 4.50 per share following the investor strategy day last week. Our fair value...
350 Views
IDP Education: First Test Them, Then Place Them
Since listing in Nov 2015, the stock has risen 50% from its IPO price, as it continued to perform even post the 28% pop at listing. You can find...
683 Views