Heightened Long-Term Earnings Uncertainty for Vocus Drives FVE Slump
We have cut our fair value estimate for narrow-moat-rated Vocus by 38% to AUD 3.00. The capitulation is due to two developments that have punctured...
267 Views
Vocus Puts Focus Back on Improving Its Modus Operandi
We maintain our AUD 4.80 fair value estimate per share for Vocus, following the group's investor day. There were some notable take-aways for...
284 Views
Last Week, in Event SPACE (11 June 2017)
In this note, Oriental Land Co Ltd (4661 JP) takes the Mickey with parent Keisei Electric Railway Co (9009 JP), New World Dept Store China (825 HK)...
411 Views
Barbarians at Vocus' Gate
Shareholders need not take any action in relation to Kohlberg Kravis Roberts', or KKR's, indicative proposal to acquire narrow-moat Vocus at AUD...
242 Views
KKR Puts A Deal on the Table for Vocus - Expect More Vultures To Circle
This morning Vocus Group (VOC AU)announced that it had received a preliminary, indicative, and non-binding offer of A$3.50 a share for 100% of the...
702 Views