Apollo/Pearson: Prospective Offer
Apollo confirmed it is evaluating a cash offer for Pearson, which rejected a second 854p approach. PUSU deadline is 8 April. On a best-case...
337 Views
Last Week in Event SPACE: Softbank, Sydney Airports, SPH, SingTel, Oil Search, Japex/Inpex, Nippo
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
469 Views
Coursera 1Q21: Rising Employment Will Decelerate Growth
Coursera’s first quarterly earnings was confirmatory of our short thesis. The company guided to decelerating revenue growth with little to no...
324 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
397 Views
Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
555 Views