Corporate Action - Acquisition of Financial Synergy Provides Modest Fair Value Accretion
Narrow-moat Iress has agreed to acquire Financial Synergy, a privately owned fund administration software provider to the Australian superannuation...
218 Views
IRESS - Small but Accretive Acquisition
IRESS plans to raise A$85m to fund its acquisition of financial synergy. The deal is expected to be earnings accretive despite an increase in share...
298 Views
Re-Rating Hinges on Another Half of Strong Cash Flow Performance
STW Communications' size belies the fact that it is a collection of 80-odd individual, largely autonomous, businesses. While a model that fosters...
392 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...
2.3k Views
The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
409 Views