Last Week in Event SPACE: Shinko Electric, REA Group, Macromill, CNBM, Prosus/Tencent
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
632 Views
StubWorld: REA Group Dives As CoStar Muscles Into Turf
REA's forwards valuations are punchy. The entrance of CoStar will shake-up REA's two decade long dominance. If News Corp materially sells off on...
447 Views
S&P500 Dec24 Rebalance: APO and WDAY IN; QRVO and AMTM Demoted
S&P500/400/600 Index rebal names were announced Friday. APO + WDAY are the big S&P500 adds. QRVO and AMTM get demoted to 600. 17x/13x ADV for the...
766 Views
REA's Improved Terms For Rightmove
Rightmove should engage here. I'd be taking down borrow in REA. Terms are non-binding. REA has until September 30 to make a formal offer.
487 Views
News Corp (NWS AU)'s Proposed Merger With Fox Corp. Again.
The merger remains very much in the exploratory stage. NWS is trading rich from a historical point of view Without the benefit of clarity on a...
339 Views