Cleanaway Waste (CWY AU): EQT (All But) Firms Terms. Get Involved
Assuming terms are firmed shortly, trading wide at a gross/annualised spread of 14%/28% (late-Mar completion) - net of the FY26 dividend. If not...
201 Views
Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
475 Views
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...
457 Views
Quiddity M&A: Australia Foreign Investment Reforms
On the 5 June 2020, the Treasury of the Australian Government released a 34-page document titled Foreign investment reforms, outlining the "most...
775 Views
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...
597 Views