Selected European HoldCos and DLC: September’23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
347 Views
ASX Short Interest Weekly (Sep 22nd): Wesfarmers, Macquarie, Bluescope Steel, Woodside Energy, BHP
We analyzed ASX short interest report for the past week and highlight short interest changes in Wesfarmers, Macquarie, Bluescope Steel, Woodside...
490 Views
Star Entertainment Entitlement+Placement - Would You Rescue Me? Again?
Star Entertainment Group (SGR AU) (SGR) plans to raise around US$480m (A$750m) via an entitlement offer cum institutional placement. This will be...
398 Views
ASX Short Interest Weekly (Sep 8th): BHP, Woodside Energy, Rio Tinto, Igo, NAB, Insurance Austra
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Woodside Energy, Rio Tinto, Igo, NAB,...
580 Views
Viva Energy Placement - News Leak Helps but It's Still a Big One to Digest
Viva Energy Group (VEA AU)'s parent, Vitol, aims to raise around US$460m via selling 15% of the company. In this note, we talk about the deal...
419 Views