Olam International: Cocoa Against COVID
We initiate our coverage of Olam International (OLAM SP) (Olam), a leading global food and agri-business with >30 years of track record,...
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Wilmar: China IPO Looks Priced In
INVESTMENT VIEW: Wilmar International (WIL SP) shares have rallied over 20% YTD on optimism that its upcoming A-share listing will unlock value....
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Quiddity Australia M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) are publishing to aid investors in...
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GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
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GrainCorp (GNC AU): Pressure Mounts, Diminishing the Prospects of a Bump to the LTAP Bid
Frustration on the slow progress of the LTAP bid came to a head at the recent AGM, where shareholders registered what appeared to be protest votes...
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