Embracer Group's Strategic Spin-Offs and Asset Valuation: Potential for 25%+ Upside
Embracer Group plans to split into three publicly traded companies by 2025, including Asmodee, Coffee Stain, and Middle Earth Enterprises.
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SSI Newsletter Highlights: Merger Arbitrage, Strategic Reviews, and Activist Investor Developments
Embracer Group faces a 20%-50% conglomerate discount, with potential catalysts including spinoffs and increased LOTR franchise awareness.
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Strategic Transactions and Legal Developments: HEPS, ACC:OL, ABCP, BELFB, NWOR:L, EMBRAC, AVAP:L
D-Market Electronic Services & Trading's (HEPS) controlling stake is being sold to Kaspi, exploiting a regulatory loophole to avoid a mandatory...
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SSI Weekly: OCI's EBITDA Clarification, CURN Buyback, TIFS Deal, LTG Deadline, Grifols Trade
OCI N.V.'s expected mid-cycle EBITDA for the European Nitrogen business is clarified at $150m, affecting valuation calculations.
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SSI Weekly: Galaxy Gaming Acquisition and Other Portfolio Updates
Galaxy Gaming is being acquired by Evolution AB for $3.20/share, with a 17% spread and minimal regulatory hurdles. Other updates follow.
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