A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes
The Insignia Financial and National Storage REIT deals are likely to trigger intra-review index changes next. After that, there could be more...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Asia-Pac M&A Weekly Wrap: Pepper Money, Toyota Industries, MCJ Co, ROHM Co, IJM Corp
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views