RCL/DMGT: Package Value and Spread
This somehow cheeky bid is likely to close. There's cash for the newspapers, plus a special dividend, partly in CZOO shares. Gross spread is 8.5%....
Many Moving Parts in Rothermere's Bid to Take DMGT Private
The whole package could be worth 1131p-1277p, a 1%-15% premium to the 14 July closing price. Many moving parts and lack of clarity on taxes....
Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month
Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...
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