Over The Wire (OTW AU): The Latest Aussie IT Play
Given DD has been afforded, $5.75/share is probably approaching full value Currently trading at a gross spread of 4.5%. That looks a tad tight,...
203 Views
Empired (EPD AU): Capgemini's Full Offer
This is a done deal and trading at a 3.4%/11% gross/annualised spread. Not bad, but this is not a terribly liquid arb situation.
322 Views
(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
601 Views
Fuji Xerox Finds A Solution In CSG
Fuji Xerox has entered into Scheme of Arrangement with Csg Ltd (CSV AU) and an Offer price of A$0.31/share, a 31.9% premium to last close. CSG's...
438 Views
A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.2k Views