Lynas (LYC AU): Wesfarmers’ Unattractive Bid
Wesfarmers Ltd (WES AU) launched a conditional, non-binding indicative proposal for Lynas Corp Ltd (LYC AU), one of the world’s only rare earths...
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Wesfarmers Puts Out A Bid for Lynas
This morning, Wesfarmers Ltd (WES AU) announced an indicative, non-binding proposal to the Board of Directors of Lynas Corp Ltd (LYC AU) to acquire...
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Resetting the Compass: ASX Model Portfolio Update - March 2019
Tracking Benchmark during the Correction and Now looking for Alpha. Our model portfolio has performed in line with the benchmark over the past...
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Seven Group: Potentially a New Wesfarmers in the Making
At AUD 15.50, Seven Group Holdings (SVW AU) shares screen as somewhat overvalued, though our quibble is with the price not the business. The...
482 Views
BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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