Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

Nine Entertainment Co Holdings / Equity Bottom-Up

<ul><li>A global perspective on what happened overnight</li></ul>

A global perspective on what happened overnight

Nine Entertainment Co Holdings Ltd - The Overnight Report: Let's Party Like It's 1999

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/seven-west-media-ltd" target="_blank" data-smartkarma-citation="entities:804:1" rel="noopener">Seven West Media (SWM AU)</a> IE considers the SXL merger offer to be in the best interests of its shareholders, absent a superior proposal.</li>
<li>The merger requires approval from SWM shareholders, ACMA, and the ACCC. The <a href="https://www.accc.gov.au/public-registers/mergers-and-acquisitions-registers/public-informal-merger-reviews-register/southern-cross-media-limited-seven-west-media-limited" target="_blank" rel="noopener">ACCC’s findings</a> will be announced on 18 December. </li>
<li>The scheme vote is low risk as large SWM shareholders are supportive. Shares are trading through terms likely due to speculation of a competing bidder, which is unlikely to occur.  </li>
</ul>


The Seven West Media (SWM AU) IE considers the SXL merger offer to be in the best interests of its shareholders, absent a superior proposal.
The merger requires approval from SWM shareholders, ACMA, and the ACCC. The ACCC’s findings will be announced on 18 December. 
The scheme vote is low risk as large SWM shareholders are supportive. Shares are trading through terms likely due to speculation of a competing bidder, which is unlikely to occur.  


Seven West Media (SWM AU): Scheme Vote on 22 December

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>For July 2025, just six new transactions (firm and non-binding) were discussed on Smartkarma (by the Quiddity team) with an overall announced deal size of only ~US$4bn.</li>
<li>The average premium for the new transactions announced (or first discussed) in July was 45%, with a year-to-date average of 47%.</li>
<li>The average premiums for transactions in 2024 (129 transactions), (2023 (117), 2022 (106), 2021 (165), 2020 (158), and 2019 (145 ) were 43%, 39%, 41%, 33%, 31%, and 31%</li>
</ul>


For July 2025, just six new transactions (firm and non-binding) were discussed on Smartkarma (by the Quiddity team) with an overall announced deal size of only ~US$4bn.
The average premium for the new transactions announced (or first discussed) in July was 45%, with a year-to-date average of 47%.
The average premiums for transactions in 2024 (129 transactions), (2023 (117), 2022 (106), 2021 (165), 2020 (158), and 2019 (145 ) were 43%, 39%, 41%, 33%, 31%, and 31%


(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement

Domain Holdings Australia  / Equity Bottom-Up

<ul><li>Trade deals, central bank meetings, earnings season (US & Europe) with first local releases later in the week, as well as the all-important June quarter CPI print domestically will set the mood and tone for the ASX200 this week.</li><li> ASX200 futures are pointing to a slightly weaker start, but the overnight, EU-US trade deal may boost sentiment.</li></ul>

Trade deals, central bank meetings, earnings season (US & Europe) with first local releases later in the week, as well as the all-important June quarter CPI print domestically will set the mood and tone for the ASX200 this week. ASX200 futures are pointing to a slightly weaker start, but the overnight, EU-US trade deal may boost sentiment.

Domain Holdings Australia Ltd - The Monday Report - 28 July 2025

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

Australia

Nine Entertainment Company Holdings Ltd. operates as a holding company. The Company, through its subsidiaries, broadcast news and current affairs, sporting events, comedy, entertainment, and lifestyle programs. Nine Entertainment serves customers throughout Australia.

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Nine Entertainment Co Holdings (NEC AU)

Nine Entertainment Co Holdings Ltd - The Overnight Report: Let's Party Like It's 1999

A global perspective on what happened overnight

FNArena

Seven West Media (SWM AU): Scheme Vote on 22 December

The scheme vote is low risk as large SWM shareholders are supportive. Shares are trading through terms likely due to speculation of a competing...

Arun George

(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement

For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...

David Blennerhassett

Domain Holdings Australia Ltd - The Monday Report - 28 July 2025

Trade deals, central bank meetings, earnings season (US & Europe) with first local releases later in the week, as well as the all-important...

FNArena

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

A global perspective on what happened overnight

FNArena

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