Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Macquarie Atlas - On Track to Internalization Before AGM
Macquarie Group Ltd (MQG AU) is selling 75.9m shares of Macquarie Atlas Roads Group (MQA AU) worth approximately US$337m. Post-sale, Macquarie...
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Smartkarma: ECM Coverage Weekly Update (16 September 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. The ECM madness...
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MQA Placement: Up Its Stake in French Toll Road, DPU Accretive with Attractive Discount
Macquarie Atlas Roads Group (MQA AU) is raising A$450m to fund its acquisition of 5% stake in its major asset APRR. In this insight, we will look...
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