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MERGER News & Analysis

An impending merger just raised our fair value for this ASX retail giant
Stocks
An impending merger just raised our fair value for this ASX retail giant
The deal is set to deliver enhanced scale, cost savings and new synergies.  
Simonelle Mody | 31 October 2024
The ASX healthcare player soaring to all-time highs
Stocks
The ASX healthcare player soaring to all-time highs
The steep market reaction comes after a recent announcement by the ACCC.
Simonelle Mody | 03 October 2024
Proposed utility merger seems like a sensible deal for shareholders
Stocks
Proposed utility merger seems like a sensible deal for shareholders
We are likely to support the takeover as we believe it represents a fair price for shareholders.
Adrian Atkins | 11 September 2024
Undervalued ASX share proposes merger
Stocks
Undervalued ASX share proposes merger
We view the proposed tie up as value-dilutive but the shares remain undervalued. 
Shane Ponraj | 20 June 2024
What now for Woodside and Santos?
Stocks
What now for Woodside and Santos?
Our view after Woodside and Santos walk away from merger talks. 
Mark Taylor | 08 February 2024
Lithium mega-merger 'makes strategic sense'
Stocks
Lithium mega-merger 'makes strategic sense'
Shares in ASX lithium miner Allkem are soaring on news of a merger with US competitor Livent Corp. We dig into what the deal means for investors.
Joshua Peach | 11 May 2023
Netflix looks to Asia, Suncorp wants to unbank, Link gets lowballed: What we learned this week
Markets
Netflix looks to Asia, Suncorp wants to unbank, Link gets lowballed: What we learned this week
US equity markets have the worst half year since the 70's and Tyro CEO calls it quits.
Nicola Chand | 01 July 2022
TPG’s pandemic bounce back: Morningstar forecasts earnings lift
Stocks
TPG’s pandemic bounce back: Morningstar forecasts earnings lift
Morningstar analyst Brian Han believes that growth is on the way for undervalued telco TPG.
Nicola Chand | 27 April 2022
Latitude makes 'opportunistic' bid for Humm: Morningstar View
Stocks
Latitude makes 'opportunistic' bid for Humm: Morningstar View
We would be surprised if the deal proceeded at current terms and believe there is room for Humm to negotiate a higher price.
Shaun Ler | 07 January 2022
Merger and acquisition activity to increase ASX concentration
Markets
Merger and acquisition activity to increase ASX concentration
The proposed ending of BHP's dual company structure is likely to have the biggest impact.
Gareth James | 07 October 2021