API AU: The Hunter Turns The Hunted As Wesfarmers Makes A Move
With SOL's backing, you realistically have a $1.38/share floor, with the possibility of another bidder emerging. You could position yourself around...
295 Views
Last Week in GER Research: Navitas, Mindtree, PG&E, Delta Electronics, GDS, Myob, Sigma and Ruhnn
Below is a recap of the key Event-driven, IPO and placement research produced by the Global Equity Research team. This week we highlight Arun's...
457 Views
Aveo: Take Advantage of the Lull To Take a Second Crack
Back in August, I argued a case for the privatisation of Aveo Group (AOG AU), which at the time was trading at a P/B of 0.6x versus ~2x for peers....
656 Views
Sigma Healthcare (SIG AU): Rejecting the API Bid Is the Difficult but Right Choice
On Wednesday, Sigma Healthcare (SIG AU) rejected an indicative takeover offer from rival Australian Pharma Industries (API AU). Shareholders were...
262 Views
Last Week in GER Research: API/Sigma, M1, Eclipx/Mcmillan and Hansoh IPO
In this version of the GER weekly research wrap, we assess the bump prospects in the Australian Pharma Industries (API AU) / Sigma Healthcare (SIG...
443 Views