Vedanta: Reaching The End Game
The prospective Vedanta Resources (VED LN) Delisting Offer for its subsidiary Vedanta Ltd (VEDL IN) is nearing its end-game. In my last insight...
581 Views
Unilever: When Two Heads Are Not Better Than One. What About BHP's DLC?
Back on the 11 June, Unilever NV (UNA NA) / Unilever PLC (ULVR LN) announced it will (finally) unify its dual Anglo-Dutch corporate structure under...
488 Views
Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
714 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...
285 Views
US$20bn in Lost Market Cap Looks Hard to Justify: Recommend Long Rio; Short BHP
INVESTMENT VIEW: We believe Rio Tinto Ltd (RIO AU) shares are oversold versus Bhp Billiton (BHP AU) and recommend a pair trade: long Rio; short...
668 Views