Merger Arb Mondays (14 Nov) - Golden Energy, Perpetual/Pendal, Origin Energy, Warrego, Uzabase
This week, the highest gross spreads are Pendal (57.5%), Alliance Aviation (54.2%), Genex (47.1%), VNET (46.2%), 111 (28.0%), Golden Energy...
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Last Week in Event SPACE: Tata Motors, Origin Energy, OZ Minerals, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
332 Views
Lygend Resources & Technology Pre-IPO Peer Comp - Peers Have Underperformed over the past Year
Lygend Resources & Technology (LR HK) is looking to raise about US$600m in its upcoming Hong Kong IPO. In this note, we look at peers and undertake...
493 Views
Origin Energy: Brookfield's Energy Transition Bet
The Offer remains non-binding. I think a firm Offer will get up - but the final pricing may change subject to discussions with the government on...
423 Views
ASX Short Interest Weekly (Nov 4th): Telstra, Macquarie, Wesfarmers
We analyzed ASX short interest report for the past week and highlight short interest changes in Telstra, Macquarie, Wesfarmers, BHP, Newcrest...
309 Views