Aussie Arbs: Trump Tariffs And MACs
From an arb standpoint, most (all?) NBIOs will likely see a downward revision in pricing from Trump Tariffs. Vote risk should also be reduced.
Such tariffs on predominantly domestic businesses should not trigger material adverse changes (MACs) Down Under. But it is still a worthwhile project to dig a little deeper.
I'm currently looking at 15 arbs in Australia - see table below (which applied the closing prices as of last Friday) - twelve of which are firm Offers:
Keep reading with a 7-day free trial
Subscribe to Aussie/Kiwi M&A/Events to keep reading this post and get 7 days of free access to the full post archives.