Carrefour - Alimentation Couche-Tard Non-Binding Offer
The move by ATD is opportunistic and lacks any obvious synergies and strategic merit, in my view, and lies in the low valuation of Carrefour....
401 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
340 Views
(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
544 Views
Caltex Australia: Should You Buy Here?
The risk Alimentation Couche-Tard (ATD/A CN) would walk away from Caltex Australia (CTX AU) was ever-present in a post-COVID-19 world. It was,...
429 Views
Caltex Australia’s Takeover Conundrum
Caltex Australia (CTX AU) is one of Australia’s largest convenience retailers and the leader in transport fuels, supplying one-third of all of...
426 Views