1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
Preparing video
Benjamin Yeo from Equion Capital shares insights on mergers and acquisitions trends in 2025. Private equity is active, eyeing undervalued ASX-listed companies due to weakened Aussie dollar. Potential interest rate cuts boost confidence for leveraging acquisitions.
Benjamin notes mining sector buzz with Rio Tinto (ASX:RIO) and Glencore considering a merger to rival BHP (ASX:BHP), focusing on copper for decarbonisation. Meanwhile, lithium's role in energy storage is evolving, with new compounds emerging. The energy transition continues to drive M&A.
Technological shifts, particularly AI, are streamlining processes in IT, healthcare, and finance. Companies like Wisetech (ASX:WTC) and DroneShield (ASX:DRO) are leading with AI applications. The healthcare sector sees consolidation, with companies like Regis Healthcare (ASX: REG) capitalising on increased demand.
