United Malt (UMG AU): Malteries Soufflet’s Indicative A$5.00 Offer
The offer is attractive in comparison to historical share prices and peer multiples. Due diligence lasts for 10 weeks. At the last close, the gross...
228 Views
Olam Group (OLG SP): Entering the Final Stages to Unlock Value
The IPO marks the final stages of the strategy to unlock value. Our SoTP valuation is S$1.85 per share, a 19% upside to the last close price of...
616 Views
Olam Group: Restructuring to Unlock Value
Olam Group set to replace Olam International as the listed company entity on 16 March. Our SoTP valuation is S$2.36 per share, which is a 34%...
609 Views
GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
798 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.8k Views