Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
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Olam Teams Up With Saudi Arabia's SALIC
SALIC was clearly waiting in the wings until the demerger was completed. Trading a couple of spreads below where it traded heading into the...
764 Views
Sanderson Farms (SAFM US) – Pending Takeover Offers Favourable Risk/Reward
Chicken on Sale! Sanderson Farms trades at much lower multiples than peers and has a pending takeover which could close within months. Even if the...
626 Views
Rural Funds (RFF AU): Milking Their Investors
Rural Fund Management (RFM) has recently filed its 2019 accounts with ASIC. They reveal the real quality of the Rural Funds Group (RFF) assets. RFM...
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