Aussie Equities Reporting Season Wrap: March 2019
Australia rallied strongly through a relatively solid reporting season, with the benchmark ASX 200 posting a strong 6% gain in the month. EPS was...
385 Views
Merger Arb Mondays (11 May) - Altas, European Lithium, Atlantic Lithium, Vault, Emmerson, Shengmu
The Ontario Teachers’ ROFO acceptance period has expired. While the Board is exploring other opportunities, the Takeover Panel notes “that there...
466 Views
Merger Arb Mondays (25 May) - Kakaku, Nippon Dry Chem, Skyworth, Changhong Jiahua, Shengmu, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
155 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
519 Views
Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
670 Views