Glencore and Yankuang’s Disparate Valuations of Yancoal
Glencore is likely to reject Yankuang’s offer, according to Reuters. While Glencore is said to be a willing seller, we think that Yankuang will...
316 Views
Yancoal’s Unusual Low Bid from Yankuang Energy
Yankuang’s implied offer price is materially below the last close price on both the ASX and HKEx. The strategy is likely to secure large...
354 Views
Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
490 Views
S&P/ASX Index Rebalance Preview: Tabcorp, Crown & Potential Changes in June
The Crown Resorts privatisation and Tabcorp spinoff will add to the S&P/ASX changes in June. There is a lot to trade on the potential adds/deletes...
573 Views
S&P/ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0
A look at the leading candidates who could become S&P ASX Index Adds/Deletes during the June 2022 Rebalance and other potential irregular changes.
484 Views