A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
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...
356 Views
(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...
563 Views
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...
302 Views
Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves
A global perspective on what happened overnight
292 Views