Bullish Reversals Continue: TAIEX, KOSPI, AEX, Hang Seng, CSI 300. Buy Cyclicals/Growth on Pullbacks
Bullish reversals: Taiwan $TAIEX, Korea $KOSPI, Netherlands' $AEX reversing YTD downtrends, while Hang Seng $HSI and China's CSI 300 are reversing...
481 Views
Tabcorp’s Demerger Approved Paving the Way to Unlock Value
The demerger was overwhelming approved. Peer derating due to the market sell-off results in a lower SoTP valuation of A$5.62, a 13% upside to the...
271 Views
Tabcorp’s Valuation Discovery into the Demerger
The scheme meeting to approve the demerger will be held on 12 May at 10.00 am. Our SoTP valuation is A$6.13 per share, which is a 14% upside to the...
384 Views
FDJ (French National Lottery) IPO Valuation: 32% ROE & 5% Dividend Yield Merits a Higher Valuation
La Française des Jeux (FDJ) is the French national lottery established in 1933 and it is the largest company in the French gaming sector and has a...
524 Views
FDJ (French National Lottery) IPO: Odds of Winning Are Better than Their Lotteries
La Française des Jeux (FDJ) is the French national lottery established in 1933 with the view of using the profits to support the following causes:...
476 Views