Last Week in Event SPACE: Z Holdings/Line, Mitsubishi Tanabe, AOF, Intouch, PCCW, BBL, Just Eat
Last Week in Event SPACE ... There is a bit of embedded optionality in the Z Holdings (4689 JP) / LINE Corp (3938 JP) transaction, but that...
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Long ANZ/Short NAB - Pair Trade
National Australia Bank (NAB AU) has outperformed Australia And New Zealand Banking Group (Anz) (ANZ AU) by 20% over the last ten months. The price...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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INDO Snippets: Second Presidential Debate, BNLI & PNBN - This Time Is Real?
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
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Has APRA Just Gold-Plated Hybrid Instruments for Australian Pensioners?
On 8 November 2018, the Australian Prudential Regulatory Authority (APRA) announced its long-awaited proposal (a discussion paper) on Increasing...
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