Smartkarma - Special Situations Weekly Update (12 December 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
391 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
1.9k Views
Smartkarma - Special Situations Weekly Update (21 November 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
257 Views
Why Is No-Moat UGL Limited a Takeover Target for CIMIC?
Our advice remains for UGL Ltd (UGL AU) shareholders to accept CIMIC’s AUD 3.15 per share bid in the absence of a higher offer. This includes the...
254 Views
Corporate Action - We Recommend UGL Shareholders Accept CIMIC Bid
The AUD 8.9 billion market-capped CIMIC Group Ltd (CIM AU) intends an AUD 3.15 per share cash off-market takeover offer for UGL Ltd (UGL AU),...
191 Views