API AU: The Hunter Turns The Hunted As Wesfarmers Makes A Move
With SOL's backing, you realistically have a $1.38/share floor, with the possibility of another bidder emerging. You could position yourself around...
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Last Week in GER Research: Navitas, Mindtree, PG&E, Delta Electronics, GDS, Myob, Sigma and Ruhnn
Below is a recap of the key Event-driven, IPO and placement research produced by the Global Equity Research team. This week we highlight Arun's...
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Aveo: Take Advantage of the Lull To Take a Second Crack
Back in August, I argued a case for the privatisation of Aveo Group (AOG AU), which at the time was trading at a P/B of 0.6x versus ~2x for peers....
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Sigma Healthcare (SIG AU): Rejecting the API Bid Is the Difficult but Right Choice
On Wednesday, Sigma Healthcare (SIG AU) rejected an indicative takeover offer from rival Australian Pharma Industries (API AU). Shareholders were...
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Last Week in GER Research: API/Sigma, M1, Eclipx/Mcmillan and Hansoh IPO
In this version of the GER weekly research wrap, we assess the bump prospects in the Australian Pharma Industries (API AU) / Sigma Healthcare (SIG...
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