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...
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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...
508 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...
324 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...
233 Views
Selected European Holdcos and DLCs: March Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in March. The report incorporates the results for GBL, and...
236 Views