ECM Weekly (23 Feb 2020) - SBI Cards, Peijia Medical, Shenzhen Hepalink, Home First Finance
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong Kong...
328 Views
Orica Placement - Not a Game Changer but past Deals Did Well
Orica Ltd (ORI AU) is looking to raise US$334m in its placement to acquire Exsa.The acquisition of Exsa does not look like a game changer, at least...
348 Views
Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
482 Views
Market Underplays Commodity Price Risk in Orica and Incitec Pivot
The number-one and number-two players in explosives globally are overvalued, but offer much that appeals at the right price.Orica Ltd (ORI AU) and...
71 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
1.9k Views