demerger

The critical factor in the Coles demerger

Philip Wensley

On Friday, Wesfarmers announced an intention to demerge their Coles Food, Liquor and Convenience business. While this transaction has some attractive merits we also have some reservations and argue more information is required. How much of the current group’s debt Wesfarmers allocates to Coles vs retaining in the rump will... Show More

demerger ASX:WES ASX:WOW coles demerger

Who wins in the Coles demerger?

Hugh Dive

On Friday morning, Wesfarmers announced that they are looking to demerge its Coles division to create a new ASX top 30 company, with leading positions in supermarkets and liquor. This move was very well received by the market, with Wesfarmers stock finishing up $2.60, or +6.3%, on Friday. Over the... Show More

coles demerger ASX:WES

US Markets Close At Record Highs... Will the XJO Move Higher? | BHP's Demerger - Thoughts? | Sell in May? |

Niv Dagan

Good Morning, Show More

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Old metals versus new metals is one strategic perspective on the BHP demerger

John Robertson

Old metals versus new metals is one strategic perspective on the BHP demerger. BHP Billiton will retain the group's interests in iron ore and copper. Newco will get the aluminium, nickel and zinc exposure. The latter metals are associated with rising living standards. Past critical income levels, the growth in... Show More

demerger

Among the BHP de-merger loose ends is how Australian shareholders are to access accumulated franking credits

John Robertson

Among the BHP de-merger loose ends is how Australian shareholders are to access accumulated franking credits. These could be worth as much as the newly demerged company itself. The balance of assets suggests that the ongoing profits from 'Limited' will exceed those from the dual listed 'PLC'. Paying the same... Show More

demerger