Vedanta Now Caught Up With Peers - A Different Skew Ahead
VEDL has been a rocket the last several months. And it still "owes" dividends of ~Rs 24/share to its shareholders. HZL results were salutary, but...
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Selected European Holdcos and DLCs: April Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in April. The report incorporates Q1 releases for the main...
255 Views
SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Broad USD weakness and improved confidence over China’s recovery support CNH. Escalating COVID...
515 Views
Orocobre/Galaxy Resources: On A Charge
The merged entity will capture a greater market share of the lithium supply in coming years, and capitalise on mining synergies. Plus afford the...
336 Views
Seven Group Holdings Placement - Good Track Record but Still a Large Deal to Digest
Seven Group Holdings (SVW AU) aims to raise around A$500m (US$38m) via an institutional placement to primarily help reduce its gearing and provide...
248 Views