Two views on five potential takeover targets

Two views on five potential takeover targets. Julian Babarczy, head of Australian equities at Regal Funds Management, discusses the prospect for heightened M&A activity in 2015. We believe 2015 could be a year of above-average takeover activity in the Australian market, driven by strong equity markets, good quality corporate balance sheets, extremely low interest rates globally, and an environment of generally sluggish top-line growth. In this article Brabaczy and Uday Cheruvu from PM Capital look at five companies that have been touted as potential targets. Companies discussed include Treasury Wine Estates (TWE), Challenger (CGF), DUET Group (DUE), Qube Holdings (QUB) and Syrah Resources (SYR). Read the full article via the SMH: (VIEW LINK)