Tencent – The After Party
*Magic Fairy Dust: While no transaction particulars were disclosed, we calculate an average share purchase price of AUD 22.47 per share for the 5%...
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Afterpay Placement - We Would Sell Now, Maybe Buy Later, if It Corrects
Afterpay Touch (APT AU) aims to raise around US$700m (A$1bn) via mix of selling primary and secondary shares.We've covered two prior deals in the...
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers - with at least...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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