Last Week in Event SPACE: Danamon, Kidman, Melco, Naspers, Anadarko, Scout24, Doosan
Last Week in Event SPACE ... There was a potential for a short-term fall in Bank Danamon Indonesia (BDMN IJ) based on a sell-down of part of the...
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Scout24 Offer Final: Time To Unwind
On March 28, 2019, Pulver BidCo GmbH (“Pulver BidCo” or the “Bidder”), a holding company jointly controlled by funds advised by Hellman &...
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U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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Naspers (NPN SJ) Restructuring: You Never Lose with Koos
In 2001, Naspers Ltd (NPN SJ) made one of the most amazing deals the investment world has ever seen. It paid USD 32 million for a 46.5% stake in an...
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Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
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