Abertis / Atlantia: An ACS Counterbid - M&A Financing Considerations
There have recently been a few important developments in Abertis / Atlantia , notably that ACS is reportedly close to proposing a counterbid for...
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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
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Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
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EUROZONE: Weak Industrial Production Poses Risk to GDP Growth
Industrial production in Eurozone continues to struggle to gain momentum and came in weaker than expected in June which poses a risk to our GDP...
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Holdco Updates: Close Cosco, Hold onto Hochtief
Mean Reversion Complete for Cosco Capital Ever since we wrote on how Cosco Is Cheaper Than Ever, it has reverted back to its mean. We think that...
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