SCG Packaging IPO: Risks-Rewards Attractive at the Higher-End of the IPO Price Range
In our previous note, SCG Packaging IPO: Short-Term Catalysts Are Not Attractive, we suggested that, while we like SCGP for its longer-term...
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AMVIG (2300 HK): Smoker's Delight - Possible Conditional Offer
After shres were halted on the
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Amcor – Spruce Point’s Methodology Is Unconvincing but That Doesn’t Mean They Will Be Wrong
On 10 Mar 2020 Spruce Point published research on Amcor calling into question the revenue growth prospects of Amcor and the deal rationale for its...
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MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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