Weekly Deals Digest (16 Mar) - Rio Tinto, De Grey, HKBN, ESR, Seven & I, Makino, Tenma, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan,...
310 Views
Rio Tinto (RIO LN/RIO AU): Thinking About Unification
A Grant Thornton report supports unification. The board's case is strong primarily on tax costs, while Palliser's case is strong on post...
704 Views
Rio Tinto (RIO AU/RIO LN): Unification Index Flows
Palliser Capital is pushing for Unification of RIO AU/ RIO LN. We are still a long way away from possible completion. There will be big index flows...
1.1k Views
Selected European HoldCos and DLC: February 2025 Report
February 2025 saw varying discounts to NAV for covered holdcos, with some tightening and others widening, highlighting opportunities in Porsche SE...
342 Views
ASX200 Index AdHoc Rebalance Preview: Mesoblast (MSB) Could Replace Arcadium Lithium (LTM) Next Week
Arcadium Lithium could stop trading next week. Mesoblast could be added to the ASX200 Index. There is a lot for passive trackers to buy and...
612 Views