MYOB: KKR Launches a Proposal. Lightish?
Accounting software and services provider (among other things)Â MYOB Group Ltd (MYO AU) this morning announced that largest shareholder Bain had...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Xero Passes the Tipping Point; FVE Increased 10% to NZD 23
Narrow-moat-rated Xero reported a strong fiscal 2017 result that was slightly better than we expected. We have increased our fair value estimate by...
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# AppleTax
The EU decision to order the Irish government to collect EUR13bn in back taxes from Apple has been a hot topic of debate in recent days.With many...
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Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month
Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...
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