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...
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Even With a New Pillar of Growth, Link Share Price Leaves Little Room for Disappointment
Link Administration Holdings listed in October 2015 at AUD 6.37 per share, and its share price has been on a tear ever since. Currently trading at...
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Sticky clients, growth and cost-out opportunities appeal, but integration risks weigh on valuations
The initial public offering, or IPO, of Link Group (ASX: LNK) is an opportunity to invest in Australia's largest provider of superannuation fund...
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Dominant market share and high revenue visibility should aid in crossing the valuation hurdle
Link Group plans to raise US$623-671m through a sale of a combination of primary and secondary shares via an IPO. Institutional books opens on 22nd...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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