Mortgage Choice (MOC AU): REA's Scheme Offer
This has the support of the founder and in-the-money Spheria will arguably support the Scheme. I think the likelihood this Scheme necessitates a...
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Tencent Holdings – Replication Is Flattery
TENCENT HOLDINGS: Tencent’s Afterpay BNPL performance is turning heads. Commonwealth Bank of Australia has announced its own BNPL product which...
250 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
334 Views
Bank of Queensland Placement - Is Transformative but Might Not Be as Great in the Short-Term
Bank Of Queensland (BOQ AU) plans to raise around US$276m via an institutional placement and another US$790m via an entitlement offering to fund...
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Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
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