Selected European Holdcos and DLCs: November Report
Premiums of selected DLC's have generally tightened during November whilst discounts to NAV for selected European have generally widened.
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Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
254 Views
Last Week in Event SPACE: Softbank, Sydney Airports, SPH, SingTel, Oil Search, Japex/Inpex, Nippo
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
411 Views
BHP DLC Unification - Spread Narrower, Waiting on the Circular and Management Press
The BHP PLC/Limited Unification trade has moved. BHP is lower, mostly on sectoral risk, the spread is narrower, on risk arb risk-taking, and...
434 Views
Ventia IPO - At Your Service, Everywhere
Ventia, an infrastructure services provider, aims to raise up to US$821m via a mix of selling primary and secondary shares, in its Australian IPO....
228 Views