Costa - Another Bite at the Apple for Paine Schwartz?
Trading at a gross/annualised return of 8.6%/17.8% - assuming completion six months out, and inclusive of the interim dividend. That appears a...
478 Views
S&P/ASX Index Rebalance Preview: Shrinking Number of Changes in Dec
With 3 days left in the review period, we forecast one change each for the ASX50 & ASX200 indices. The largest impact of passive trading will be on...
590 Views
Weekly Deals Digest (06 Nov) - Perpetual, Pendal, Nitro, ReadyTech, VNET, Singapore Medical, Blibli
Last week, notable developments occurred in Event-Driven (Nitro, Perpetual, Pendal, ReadyTech, Tassal, China VAST, Singapore Medical, VNET) and ECM...
364 Views
Merger Arb Mondays (31 Oct) - Jinke, Fengxiang, Lifestyle, Kingston, Pushpay, Nitro, Elmo, DTAC/True
This week, the highest gross spreads are VNET (84.7%), Alliance Aviation (48.4%), 111 (40.2%), Genex (25.0%), O2Micro (19.3%), Fengxiang (14.6%),...
425 Views
Costa Group's Low-Hanging Fruit: Paine Schwartz Renews Interest
The return of its major shareholder suggests valuation has emerged. I'd be buying up to and around Paine's level or A$2.60/share.
296 Views