Comfortdelgro (CD): Reopening and Australia IPO
The Australian's business IPO could unlock the value for ComfortDelgro to double from the current market that makes it even sweeter to own...
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Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
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Dalrymple Bay Infrastructure IPO Trading - Yield Limits Downside, for Now
Dalrymple Bay Infrastructure (DBI from hereon) raised around US$500m in its Australian listing. It is owned by Brookfield Asset Management (BAM...
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Australia and New Zealand Candidates for Placement
Over the past two weeks, Australia and New Zealand have collectively seen over ten placements/entitlement offerings, of which we have covered...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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