Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
1.9k Views
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
422 Views
(Mostly) Asia M&A: October 2019 Roundup
For the month of October, 17 new deals were discussed on Smartkarma with an overall announced deal size of ~US$34bn. Clicking on the company...
743 Views
Last Week in Event SPACE: UNIZO, Maanshan, SK Holdings, Z Holdings, AVIC, TVB, HN Renewable, Webster
Last Week in Event SPACE ... On a risk-reward basis on the Unizo Holdings (3258 JP) deal, if Ichigo, Elliott, and others do not step in, this may...
630 Views
(Mostly) Asia M&A: September 2019 Roundup
For the month of September, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$250bn, aided by the mega-merger of...
733 Views