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

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

<ul>
<li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li>
</ul>


Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi's View: CBA, Life360, ResMed, Zip & More

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/wide-bay-australia-ltd" target="_blank" data-smartkarma-citation="entities:18747:1" rel="noopener">Auswide Bank (ABA AU)</a> IE has considered <a href="https://www.smartkarma.com/entities/mystate-ltd" target="_blank" data-smartkarma-citation="entities:7370:1" rel="noopener">Mystate Ltd (MYS AU)</a>’s all-scrip merger offer in the best interests of the Auswide shareholders. However, the opinion comes with caveats.  </li>
<li>The offer is conditional on Auswide shareholder and regulatory approvals (ACCC, Treasury). The scheme meeting is on 2 December.</li>
<li>Vote risk is low due to the lack of substantial shareholders and the disinterested retail base. At the last close and for 18 December payment, the gross/annualised spread was 1.6%/10.3%.  </li>
</ul>


The Auswide Bank (ABA AU) IE has considered Mystate Ltd (MYS AU)’s all-scrip merger offer in the best interests of the Auswide shareholders. However, the opinion comes with caveats.  
The offer is conditional on Auswide shareholder and regulatory approvals (ACCC, Treasury). The scheme meeting is on 2 December.
Vote risk is low due to the lack of substantial shareholders and the disinterested retail base. At the last close and for 18 December payment, the gross/annualised spread was 1.6%/10.3%.  


Auswide Bank (ABA AU)/ MyState (MYS AU) Merger: A Done Deal

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641 points.</li><li>We recommend trading buy on TIDLOR, CENTEL and KAMART.</li><li>Technically, the index may remain on an uptrend after it was able to surpass the 10-day EMA at 1,647 points.</li></ul>

The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641 points.We recommend trading buy on TIDLOR, CENTEL and KAMART.Technically, the index may remain on an uptrend after it was able to surpass the 10-day EMA at 1,647 points.

Australia

Pepper Money Limited of Australia operates in targeted market segments and asset classes. The Company specializes in mortgages, asset finance, loan and broker servicing. Pepper Money serves customers in Australia and New Zealand.

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Pepper Money (PPM AU)

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Auswide Bank (ABA AU)/ MyState (MYS AU) Merger: A Done Deal

Vote risk is low due to the lack of substantial shareholders and the disinterested retail base. At the last close and for the 18 December payment,...

Arun George

Recommendation: Selective Speculation

The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641...

Krungthai XSpring

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