Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
676 Views
CERCG Formalises a AUD 0.73 Cash Bid for AWE. We Recommend Shareholders Take No Action Just Yet
China Energy Reserve and Chemical Group, or CERCG, has announced an all-cash AUD 0.73 takeover offer for AWE. The price represents a 36.8% premium...
149 Views
Santos – Harbour Energy Back to the Well?
The Australian Financial Review reported (pay-walled) on Wednesday night that Harbour Energy was tabling an A$5.30/share offer for Santos Ltd (STO...
319 Views
Beach Energy Entitlement Offer - Shoring Up Good Assets
Beach Energy Ltd (BPT AU) is raising A$301m (approximately US$235m) through a 3 for 14 accelerated non-renounceable entitlement offer to partly...
184 Views
Australian Domestic Gas Security Mechanism Increases Risks of Under-Delivering for LNG Producer
The Australian government has been relying on the private sector regarding Liquefied Natural Gas (LNG) exports with the belief that the corporate...
242 Views