MERGER News & Analysis

We believe the proposed merger is value neutral but shares cheap.

The deal is set to deliver enhanced scale, cost savings and new synergies.  

The steep market reaction comes after a recent announcement by the ACCC.

We are likely to support the takeover as we believe it represents a fair price for shareholders.

We view the proposed tie up as value-dilutive but the shares remain undervalued. 

Our view after Woodside and Santos walk away from merger talks. 

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.

US equity markets have the worst half year since the 70's and Tyro CEO calls it quits.

Morningstar analyst Brian Han believes that growth is on the way for undervalued telco TPG.

We would be surprised if the deal proceeded at current terms and believe there is room for Humm to negotiate a higher price.