ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
774 Views
Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
351 Views
Schroders: Dual Share Class Unification
There are benefits from the unification (simplicity, fairness, greater weight on indexes) and... for the Schroders family, a £504 mn holdings value...
369 Views
Liquid Universe of European Ordinary and Preferred Shares: April ‘22 Report
Spreads have generally tightened across our liquid universe in line with the recent market gains. Danieli, Media for Europe, Schroders and Sixt...
297 Views
Liquid Universe of European Ordinary and Preferred Shares: March '22 Report
Spreads have generally widened across our liquid universe in line with the recent market turmoil. Schroders non-voting and Sixt prefs. stand out...
353 Views