Atlas Arteria (ALX AU): IFM's Offer Now Open; Taps Panel Over OTPP's ROFO
IFM's Panel application has merit. Atlas' obfuscating on the ROFO is unprofessional. The 45% acceptance threshold remains doable. If not in, I'd be...
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Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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Atlas Arteria (ALX AU): Unsurprising Rejection but Surprising Potential Skyway Sale
As expected, the Board rejected the offer. Unexpectedly, it has dangled the prospect of a Skyway sale as an alternative. However, Skyway will...
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Atlas Arteria (ALX AU) Stomps On IFM's "Opportunistic" Offer
Today's muted reaction to the rejection is indicative. I'd be picking up share here and on any weakness. I highly doubt IFM goes hostile.
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MS-Australia Index Earning Revision (Apr): Lynas Rare Earths, National Australia Bank, BHP, Westpac
We analyzed MS-Australia's consensus for Apr 2026 and highlighted changes of EPS in Lynas Rare Earths, National Australia Bank, BHP, Westpac,...
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