Liquid Universe of European Ordinary and Preferred Shares: May‘24 Report
Since mid-April, spreads have generally tightened across our European liquid universe of ordinary and preferred shares (12 have tightened, 7...
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Sidara/John Wood: Awaiting a Sweetened Offer
Sidara plans higher bid for Wood after initial offer rejected by company, recognizing value but likelihood of deal remains low without significant...
208 Views
Hostile or Not?
Sabadell rejects merger proposal from BBVA, citing undervaluation and misalignment with interests. Hostile offer unlikely, agreement improbable...
161 Views
EQT to Acquire Perficient for $3.0 Billion
Perficient Inc (PRFT US) agreed to be acquired by EQT, for $76/share in cash, 75% premium, 51% premium to 30-day VWAP, and c. $3 billion EV.
187 Views
Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
171 Views