AusNet Receives an Offer from Brookfield
AusNet revealed an indicative offer from Brookfield at A$2.50 cash per share. We think that the indicative offer is attractive both in terms of...
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Spark's Distributions Aren't Immune to Regulatory Attacks
The outlook for Spark Infrastructure (SKI AU) and peers is depressed by unrelenting regulatory attacks as the government tries to improve utility...
371 Views
APA/CKI: ACCC Maybe, But FIRB Unlikely
The ACCC will release its decision on the APA Group (APA AU)/CKI Consortium proposal today. This may be a final decision or the release of a...
454 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
681 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views