Qube Consortium Builds 19.99% to Potentially Block Brookfield's Bid for Asciano
A consortium led by Qube Holdings has really thrown a spanner in the works. Depending on individual circumstances, we recommend Asciano...
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AIO: The Second Arb Equivalency Grids - Updated
With the Scheme Doc release yesterday we are another step towards a deal. The Scheme doc gave us final clarity on the calculation methodology of...
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Asciano Heads Towards Acquisition by Brookfield: Accept the Offer
In August, narrow-moat Asciano received an AUD 9 billion takeover offer, by scheme of arrangement, from a consortium of Brookfield Infrastructure...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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