Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
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Aussie Shorts [5th Oct 2026]: Wesfarmers , Northern Star Res., Pinnacle Investment, Alcoa, Lynas
The largest industry net increase in the past week was A$0.7bn into "Metals & Mining"; the largest industry net decrease was A$0.03bn out of...
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Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
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Resetting the Compass: ASX Model Portfolio Update - March 2019
Tracking Benchmark during the Correction and Now looking for Alpha. Our model portfolio has performed in line with the benchmark over the past...
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Aussie Shorts [18th May]: Insurance Australia, 4DMedical, The Lottery Corp., NAB, ANZ, and Westpac
Net shorts fell A$1.6bn week-on-week. Companies mentioned in this regular weekly report include: Insurance Australia, 4DMedical, The Lottery...
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