Last Week in Event SPACE – SK Telecom, Hitachi Kokusai, Samsung, Softbank, Swire
This week, a thorough analysis of SK Telecom (017670 KS)'s expected carve-up; KKR ups its offer for Hitachi Kokusai Electric Inc (6756 JP) as...
246 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.2k Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
681 Views
Mantra Group - Stepping Out of Its Comfort Zone
Mantra Group, an Australian accommodation operator with the second largest network of hotels, resorts and serviced apartment properties in...
288 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
335 Views