In this briefing:
- Last Week in GER Research: API/Sigma, M1, Eclipx/Mcmillan and Hansoh IPO
- Trade Talks/Tech Trouble/ Rural Revival/Data Digest /Bad Bonds
1. Last Week in GER Research: API/Sigma, M1, Eclipx/Mcmillan and Hansoh IPO
In this version of the GER weekly research wrap, we assess the bump prospects in the Australian Pharma Industries (API AU) / Sigma Healthcare (SIG AU) potential merger. Arun updates on M1 Ltd (M1 SP) which could be delisted following an unconditional offer. In addition, we dig into the trading update for Eclipx (ECX AU) and assess the risks that Mcmillan Shakespeare (MMS AU) could walk away from the deal. Finally, we initiate on the IPO of Hansoh Pharmaceutical (HANSOH HK). A calendar of upcoming catalysts is also attached.
More details can be found below.
Best of luck for the new week – Rickin, Venkat and Arun
2. Trade Talks/Tech Trouble/ Rural Revival/Data Digest /Bad Bonds
China News That Matters
- Will tariff hike be delayed to May?
- Like rugby without the All Blacks!
- Funding the farmers – with better financial services
- Good signs, bad signs
- High time for a check-up
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.
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