Woolworths/Endeavour: Taking A Bet On Alcohol & Gaming
I side with ESG-focused super investors' concerns on Endeavour, given its exposure to gaming & alcohol. Woolies is now a pure-play on grocery and...
255 Views
Coles Placement - Wider Discount to Account for Overhang
Wesfarmers Ltd (WES AU) is back on the market looking to sell 69.4m shares in Coles Group Ltd (COL AU). This came a little over a month after its...
296 Views
ECM Weekly (23 Feb 2020) - SBI Cards, Peijia Medical, Shenzhen Hepalink, Home First Finance
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong Kong...
363 Views
Coles Placement - Selldown from Wesfarmers Expected but Discount Is Narrow at the Top
Wesfarmers Ltd (WES AU) is looking to sell 65.4m shares in Coles Group Ltd (COL AU). Post selldown, Wesfarners will still have about 10.1% stake in...
378 Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
556 Views