Hexcel-Woodward: Is the Offer Fair?
In my previous insight, Hexcel-Woodward: Another Aircraft Supplier Merger, I mentioned that some Hexcel shareholders might be unhappy with the...
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Hexcel-Woodward: Another Aircraft Supplier Merger
On Sunday 12th January, US-based aircraft component suppliers Hexcel Corp and Woodward Inc announced they would combine in a US$6.4Bn all-stock...
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Kaman Corporation – Morphing into an Aerospace Pure-Play
Kaman Corp (KAMN US) is a company with two distinct business segments, Aerospace and Industrial Distribution. Distribution is a leading distributor...
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U.S. Equity Strategy: Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
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U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks
We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...
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