Collected Wisdom

This week we look at Asciano, Sydney Airport Holdings, Caltex, Pacific Brands and Kathmandu.

Summary: Analysts believe there’s good reason for the market to be wary about the takeover bid for Asciano with the terms of the proposal too unclear. Elsewhere, they agree Sydney Airport has struck an excellent deal over its five-year pricing for international passengers. Meanwhile, Caltex’s half-year earnings are better than expected, Pacific Brands are under threat from external challenges and the bid for Kathmandu looks opportunistic, analysts say.

Key take-out: Analysts urge caution around the takeover bid for Asciano but say there’s limited downside to the stock at current levels and the deal could be improved.

Key beneficiaries: General investors. Category: Shares.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles