Bingo Industries (BIN AU): CPE/MIRA's Scavenger Hunt
Trading at a gross/annualised spread of 6.0%/15.4% assuming five months to complete, when factoring in DD. That looks tight for what is a non...
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Bingo Industries (ASX: BIN): Talking Trash
There is - at the time of writing - no ASX announcement as to an Offer from CPE. But the AFR typically has the inside track on deals. For that...
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Screening the Silk Road: Q3 2020 High Risk Names to Avoid
Time to remove the upper market cap limit as risk increases. Our screen from this quarter onwards is for all stocks[1] above a market...
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
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