We raise our Fair Value estimates but still think that current share prices rely on overly optimistic expectations.

The offer price is well above our fair value.

Platinum’s board voted unanimously in favour of a merger we expect would be value accretive.

This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.

Persistent outflows in Perpetual’s asset management business have overshadowed the moaty nature of its other segments. It isn’t all bad news.

Numerous acquisition proposals vindicate Insignia's improved earnings momentum.

A reader asked what is behind the poor performance of Platinum and Perpetual shares in recent years. Shaun Ler stepped in to answer.

Signs of improvement in continued improvement in core business.

This moaty yet volatile small-cap stock hit another slump. Our analyst thinks the business is misunderstood and its shares severely undervalued.

The shares yield close to 3% which is the highest level in 4 years.