In today’s briefing:
- Honeywell’s Aerospace Split: Why Elliott’s Activist Call Could Unlock Billions in Value
- What’s New(s) in Amsterdam – 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)
Honeywell’s Aerospace Split: Why Elliott’s Activist Call Could Unlock Billions in Value
- Honeywell International has recently become the center of investor attention following mounting pressure from activist investor Elliott Investment Management.
- With a massive $5 billion stake, Elliott has called for the separation of Honeywell’s aerospace business, pushing the industrial giant toward a portfolio realignment.
- Honeywell’s board announced that it is actively considering a potential aerospace spin-off, signaling a possible strategic transformation.
What’s New(s) in Amsterdam – 20 December 2024 (Basic-Fit | InPost / DHL | SBM Offshore)
- In this edition: • Basic-Fit | urged by Impactive Capital to commence share buyback • InPost / DHL | DHL enters transformative deal on Iberic Peninsula with Portugal’s CTT • SBM Offshore | sells FPSO Liza Destiny to ExxonMobil for USD 535m
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