Infratil Placement - Riding the AI Wave, but Deal Timing Seems Opportunistic
Infratil Ltd (IFT NZ) aims to raise around US$613m (NZ$1bn) via an institutional placement. In this note, we talk about the deal dynamics and run...
114 Views
ASX Short Interest Weekly (Jun 7th): Xero, Fortescue, Wisetech Global, BHP, Woodside Energy
We analyzed ASX short interest report for the past week and highlight short interest changes in Xero, Fortescue, Wisetech Global, BHP, Woodside...
244 Views
Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations
Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...
344 Views
ASX Short Interest Weekly (May 31st): Wisetech Global, Pro Medicus, CSL, IDP Education, Boral
We analyzed ASX short interest report for the past week and highlight short interest changes in Wisetech Global, Pro Medicus, CSL, IDP Education,...
524 Views
Guzman Y Gomez IPO - The Positives - Network Growing, Sales Have Outpaced Network Growth
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the positive aspects of the deal.
218 Views