Charter Hall Bumps With Final HPI Bid
I expected Charter Hall to nudge the terms higher to secure board support. But I don't believe a 5% bump will cut it. If an arbitrageur, I'd be...
ALE-Charter Hall: A Post-Lockdown Bet on Australian Pubs
Australian property fund Charter Hall is acquiring Australia's largest owner of free hold pubs for an equity value of A$1.2bn - a bet on the post...
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
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