Aussie Pharma: Path Cleared For Wesfarmers As Woolies Walks.
Trading at a gross/annualised spread of 1.0%/4.6%. If you are a zero-rate taxpayer, or a low-rate payer, who can reclaim the franking credits,...
335 Views
Virtus Health (VRT AU): BGH Capital's Non-Binding Proposal
The Offer price appears fair with respect to peers and precedent transactions. Trading at a tight gross spread of ~1.7%, with a possibility of a...
286 Views
ASX100/200 Dec21 Index Rebalance: Kangaroos Loose in the Top Paddock
There is 1 change to the ASX100 and 5 changes to the ASX200 index. The adds have outperformed the deletes over the year and are trading at...
523 Views
Woolies Trumps Wesfarmers' Offer for Aussie Pharma
There's probably a further 10-15% here with two large players in the mix. I think we could see a $2/handle. I'd buy on any weakness.
409 Views
Soul Patts Index Upweights Coming
WHSP merged with Milton and subsequently saw its PNAV drop relatively sharply. P/NAV is now at its lowest in over a year, helped by different...
314 Views