Wisetech Global Placement - Past Deal Did Well but Valuations Looks Stretched
Wisetech Global (WTC AU) plans to raise US$177m/AUD250m in order to shore-up its balancesheet for future acquistiions. The company has done...
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More than Just Banks and Resources: Opportunites in Aussie Tech
Australia’s IT sector generally flies under the radar, particularly with international investors who see Australia as mainly a Resources play on...
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Friday Deadline Looms As MYOB Snubs KKR's Reduced Offer
A last-minute lump of coal in the stocking from accounting software and services provider MYOB Group Ltd (MYO AU)? Kohlberg Kravis Roberts has...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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