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...
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Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
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Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
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Bank of Queensland Placement - Is Transformative but Might Not Be as Great in the Short-Term
Bank Of Queensland (BOQ AU) plans to raise around US$276m via an institutional placement and another US$790m via an entitlement offering to fund...
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Tencent Holdings - UK Speed Bump
TENCENT HOLDINGS: Tencent's Afterpay British business and BNPL segment being reviewed by FCA – not dis-similar to Australia. Review should lead to...
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