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MERGERS AND ACQUISITIONS News & Analysis

Undervalued ASX share announces merger
Stocks
Undervalued ASX share announces merger
We believe the proposed merger is value neutral but shares cheap.
Esther Holloway | 21 November 2024
Arcadium a steal but how much difference will it make to Rio Tinto
Stocks
Arcadium a steal but how much difference will it make to Rio Tinto
Rio have made a counter-cyclical move to buy some of the world's lowest-cost lithium assets. Our mining analyst Jon Mills says the firm is still all...
Joseph Taylor | 15 October 2024
Is it a smart move for this ASX listed company to expand globally?
Stocks
Is it a smart move for this ASX listed company to expand globally?
An updated offer for international acquisition target.
Roy van Keulen | 23 September 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
Any benefit from acquisition of ASX listed company’s business units?
Stocks
Any benefit from acquisition of ASX listed company’s business units?
Private equity strikes again but it is difficult to conclude if shareholders are winners from the deal.
Shaun Ler | 08 May 2024
BHP lobs all-share proposal for Anglo American
Stocks
BHP lobs all-share proposal for Anglo American
Our view on the potential acquisition and what BHP gets with Anglo American
Jon Mills | 26 April 2024
We forecast a better second half for undervalued share with a narrow moat
Stocks
We forecast a better second half for undervalued share with a narrow moat
What we think of earnings for this undervalued shared.
Johannes Faul | 07 February 2024
Sigma agrees to acquire Chemist Warehouse
Stocks
Sigma agrees to acquire Chemist Warehouse
Our analyst weighs in on the proposed acquisition and Sigma’s capital raise.
Shane Ponraj | 12 December 2023
Reassessing TPG after deal falls through
Stocks
Reassessing TPG after deal falls through
TPG shares plunged after a deal to sell non-mobile fibre to Vocus fell apart. Are the shares still attractive?
Morningstar | 13 November 2023