Infratil Placement - Riding the AI Wave, but Deal Timing Seems Opportunistic
Infratil Ltd (IFT NZ) aims to raise around US$613m (NZ$1bn) via an institutional placement. In this note, we talk about the deal dynamics and run...
249 Views
Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations
Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...
655 Views
Guzman Y Gomez IPO - The Positives - Network Growing, Sales Have Outpaced Network Growth
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the positive aspects of the deal.
494 Views
ASX Short Interest Weekly (Nov 10th): CSL, BHP, Imugene, Wisetech Global, Macquarie
We analyzed ASX short interest report for the past week and highlight short interest changes in CSL, BHP, Imugene, Wisetech Global, Macquarie.
752 Views
ASX Short Interest Weekly (Apr 14th): Aurizon, Medibank Private, Coles, Yancoal Australi, Qbe
We analyzed ASX short interest report for the past week and highlight short interest changes in Aurizon, Medibank Private, Coles, Yancoal Australi,...
556 Views