bullish
Last Week in Event SPACE: Frasers Hospitality, Toyo Construction, Link Admin, Kito Corporation
397 Views19 Jun 2022 07:51
SUMMARY
- Frasers Hospitality (FHT SP)'s Offer comes at an all-time high price, exceeding the end-2019 price on a dividend-adjusted basis. This should be done, but it is worth thinking about how.
- There is clearly an intentional miscommunication and bad faith posturing by Toyo Construction (1890 JP).
- Link Admin (LNK AU) has to exit PEXA to appease ACCC. But how badly do D&D want PEXA? Will they walk? Time to look at Link fundamentally.
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