(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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Caltex's Proposed Retail IPO Triggers Revised Bid From Couche-Tard
In a strategic review back in August, downstream fuel supplier and convenience operator Caltex Australia (CTX AU) identified 500 sites it...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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Aussie Equities Month in Review (June 2019)
The RBA cut interest rates for the first time since August 2016 lifting banks and many domestic cyclical names. A sharp rise in analyst...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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