Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
359 Views
No-Moat Mineral Resources in Scheme to Buy Atlas Iron; No Change to Our AUD 12.30 FVE
Mineral Resources Ltd (MIN AU) has announced an intended merger with iron ore miner Atlas Iron Ltd (AGO AU) via a scheme of arrangement....
153 Views
Mitsui Trumps Mineral Resources' AUD 0.83 Bid for No-Moat AWE With an AUD 0.95 All-Cash Offer
AWE Ltd (AWE AU) has received an all-cash AUD 0.95 per share off-market takeover offer from Mitsui & Co Ltd (8031 JP). Mitsui’s bid is free...
174 Views
Last Week in Event SPACE – Chipbond, Idemitsu, Kakao, Aconex, Rowsley
Last week, Chipbond Technology Corp (6147 TT) joins the great semi China cash out; the founding Idemitsu Kosan Co Ltd (5019 JP) family bumps its...
360 Views
False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
274 Views