Flash Update: US Shale M&A Frenzy Drives Further Consolidation in Upstream Oil & Gas
A new wave of consolidation is unfolding in the upstream oil and gas industry. Three company takeovers involving US shale E&Ps were announced...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
416 Views
US$6bn Regained in Relative EMV; More to Go as BHPs Valuation Premium Melts...
INVESTMENT VIEW: Bhp Billiton (BHP AU) shares have fallen 4% since the end of August, underperforming Rio Tinto Ltd (RIO AU) shares which have...
286 Views
Nevsun's Copper Solution for Zijin
Zijin Mining Group Co Ltd H (2899 HK)/Zijin Mining Group (601899 CH) announced a friendly, all-cash bid for Nevsun Resources (NSU CN) at...
422 Views