Liquid Universe of European Ordinary and Preferred Shares: October Report
No clear trend over the last three months regarding discounts. Some ords/prefs trades/situations to watch: BMW, Fuchs Petrolub, Henkel, Volkswagen,...
363 Views
U.S. Equity Strategy: Up and to the Right
We continue to observe the market broadening out into the Cyclical areas of the economy. Our outlook remains bullish and we believe the trajectory...
271 Views
Hitachi Deal for Yungtay Completes But Control Is Elusive
The results are in. Hitachi Ltd (6501 JP)'s Taiwanese elevator subsidiary "successfully" completed the Tender Offer. The Tender Offer reached its...
564 Views
Hitachi Bumps Yungtay Bid to NT$65. Take It.
This was the basis of the trade. Hitachi Ltd (6501 JP) has been susceptible to pressure for a bump since even before the Tender Offer was announced...
532 Views
Knorr Bremse to List on the Frankfurt Stock Exchange by the End of This Year
The company announced on the 17th of September that it plans to list on the Frankfurt stock exchange this year and could emerge as the second...
375 Views