Alliance Aviation – Selloff Provides Optionality on ACCC Approval
Qantas has its work cut out to address the ACCC concerns. Nevertheless, due to the selloff, the current price offers almost a free option on Qantas...
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Qantas Aims to Fully Acquire Alliance Aviation
Shareholders will receive A$4.75 in Qantas shares for each Alliance share. ACCC approval is the key risk. At the last close, the gross spread to...
365 Views
Philippine Stock Exchange Inc (PSE PM) - Overlooked and On the Up
The Philippine Stock Exchange (PSE PM) is probably the most overlooked listed stock exchange in Asia, with the catalyst of higher volumes driven by...
758 Views
DEEP DIVE: Still Opportunity After the Re-Rating
MacroAsia Corp (MAC PM) is a diversified aviation services business in the Philippines with 20 years of experience in the sector. The company is...
295 Views
Jin Air IPO Valuation Study
Jin Air Co. Ltd (272450 KS)'s IPO valuation is still one of the hot topics in the Korean stock market. In its IPO book, it says it should deserve a...
375 Views