Remgro/Mediclinic: Healthier Offer
In a nutshell, this deal may be about an opportunistic buy-and-hold acquisition by both Remgro (which will increase its stake by c. 5%) and MSC,...
Smartkarma Webinar | European Event-Driven: Top Ideas
On 16 June, 5pm SGT, join us and Jesus Rodriguez Aguilar to go over top ideas in European Event-Driven, including offers that target FTSE 250...
Ramsay Health Care/Spire Healthcare
Investors may want a premium over 24%. Gross spread is (2.9)%. Long SPI LN, TP 256.5p (average of comps and DCF), c. 7% above offer. Limited...
Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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