A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
507 Views
Pepper Money (PPM AU)'s Board Should Accept The New Reality
And the "new reality" is not embraced as Pepper Money's IBC has informed Challenger it has decided not to proceed with the revised proposal.
417 Views
Merger Arb Mondays (23 Mar) - Qube, Pepper, Bluescope, Skyworth, ENN, Makino, Sankei Real, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
330 Views
Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views
Merger Arb Mondays (09 Mar) - ENN, Dongfeng, Skyworth, Qoria, Bluescope, Toyota Ind, Sankei
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
565 Views