Veolia - Suez Recap. Veolia Wins the First Round, but Suez's Unions Delay the Operation.
In a puzzle with several moving parts, Veolia is strongly committed to acquiring Suez and creating a giant (pro-forma 2020 income c.€43 bn). The...
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Veolia - Suez: Another French Champion
Veolia environment announced on 30 August a firm offer to Engie to acquire a 29.9% stake of Suez, at €15.5 per share.
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Suez: An Opportunistic or Fair Bid by Veolia?
Yesterday, Veolia (VIE FP), a leading water and waste management company made an unsolicited bid for a 29.9% stake in leading competitor Suez (SEV...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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