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bearish
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Symbotic
•
22 Jul 2024 21:39
SYM: Symbolic Overvaluation, Sell
We believe the market has put too much value on SYM's relationship with Wal-Mart (WMT) even though WMT is using SYM's competitor and in-house...
BWS Financial Inc
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7 Views
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bullish
•
Rentokil Initial
•
22 Jul 2024 21:00
Trapping the Royal Rat-Catcher
According to The Sunday Times, Philip Jansen is reportedly planning a takeover bid for Rentokil Initial (RTO LN), a FTSE 100 pest control company,...
Jesus Rodriguez Aguilar
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19 Views
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bullish
•
Doosan Bobcat Inc
•
22 Jul 2024 18:36
Robotics+Bobcat Merger: Merger Ratio Revision Possibility & Arb Spread Recalculations
This post explores the potential revision of the Doosan Robotics & Bobcat merger ratio and recalculates the resulting arb spread.
Sanghyun Park
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66 Views
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bearish
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Ryanair Holdings
•
22 Jul 2024 18:21
Ryanair – FY25 Weakness Suggests a “normalization” and Prompts Structural Industry Questions
We publish detailed analysis on Ryanair's pessimistic outlook, highlighting that FY25's performance simply reflects a normalization, and...
Neil Glynn
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46 Views
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bullish
•
Nippon Yusen Kk
•
22 Jul 2024 17:54
Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital Return Eventually
Nippon Yusen today set H1 and FY guidance higher. Revenues, OP, RP, and NP all higher with the bulk of the improvement in containers, but the H1/H2...
Travis Lundy
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58 Views
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