Last Week in Event SPACE: Softbank, Sydney Airports, SPH, SingTel, Oil Search, Japex/Inpex, Nippo
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
401 Views
BHP DLC Unification - Spread Narrower, Waiting on the Circular and Management Press
The BHP PLC/Limited Unification trade has moved. BHP is lower, mostly on sectoral risk, the spread is narrower, on risk arb risk-taking, and...
426 Views
Ventia IPO - At Your Service, Everywhere
Ventia, an infrastructure services provider, aims to raise up to US$821m via a mix of selling primary and secondary shares, in its Australian IPO....
217 Views
Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
110 Views
APM Human Services IPO - Strong past Growth but Has Ample Unhappy Employees and Clients
APM, an international human services provider, aims to raise around US$730m in its Australian IPO. APM runs 800 sites spanning 10 countries with...
392 Views