We are proud to publish a comprehensive report on one of the most promising emerging markets of the year: Mexico. Mexico finds itself in between two different and opposite macroeconomic forces: on one side, reduced cost of power will significantly lower the production costs of Mexican manufacturers; on the other side, Read more…
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In the last decade, from the days of the US Credit Boom all the way to the ECB’s Quantitative Easing, Central Banks have had a controversial, yet undoubtedly crucial role in determining the fate of the wider economy and of all asset classes. Given the importance of monetary policy, is Read more…
Holcim Ltd: Market Cap (as of 13/03/2015): CHF24.52bn Lafarge SA: Market Cap (as of 13/03/2015): €18.6bn Introduction Back in April 2014 Holcim and Lafarge, the two most prominent players in the global cement industry, agreed to consolidate into LafargeHolcim Group, in a merger of “equals” worth $41.0bn in total. Through Read more…
Endo International Plc; Market Cap (as of 13/03/2015): $15.4bn Salix Pharmaceuticals Ltd; Market Cap (as of 13/03/2015): $10.8bn Valeant Pharmaceuticals Intl, Inc.; Market Cap (as of 13/03/2015): $63.9bn The pharmaceutical sector has turned into a war-zone again with of the bidding war between two aggressive dealmakers and two ex-colleagues: Mr. Read more…
Apple Inc.; Market Cap. (as of 13/03/2015): $719.88bn A Record Company Apple is a company of excesses. With fiscal reports exceeding even bullish estimates more often than not, the Cupertino-based company has become synonymous with exuberance. In its most recent quarterly earnings, Apple reported $18bn of net profit, setting a Read more…
U.S. U.S. equities experienced a negative performance during the past week. Stocks suffered sharp losses also on Friday and the main indexes registered a decline for a third week in a row, finishing what has turned out to be a turbulent five-day trading stretch. The Dow Jones industrial average fell Read more…
On the 4th of March 2015, the FTSE Group published the FTSE UK Index Series Quarterly review that announced the entrance of Hikma Pharmaceuticals (HIK) into the FTSE 100 index and the exit of Tullow Oil (TLW) that will thus join the FTSE 250 index. Additional amendments regard the FTSE Read more…
US The market movers in the week just past us in the US were certainly the news on the labor market; non-farm payrolls soared past estimates at 295,000 and unemployment tumbled at 5.5 per cent. The latter figure is the upper limit of what has been previously defined by the Read more…
Citigroup Inc.; Market Cap (as of 06/03/2015): $160.98bn Springleaf Holdings Inc.; Market Cap (as of 06/03/2015): $5.58bn Introduction On March 3, 2015, Springleaf Holdings, Inc. (NYSE:LEAF), a leading personal finance company focused on consumer lending, credit insurance and other credit relating products, entered into a definitive agreement with Citigroup Inc. Read more…
AbbVie Inc.; market cap (as of 06/03/2015): $88.7bn Pharmacyclics Inc.; market cap (as of 06/03/2015): $19.3bn Introduction On March 4, the pharmaceutical company AbbVie, outbidding the competitor Johnson & Johnson, agreed to buy the cancer biotech company Pharmacyclics in a $21bn transaction. The Chicago based company will pay $261.25 per Read more…
Altice SA; Market Cap (as of 06/03/2015): €24bn Altice’s use of high levels of debt to fund its consolidation of the cable and telecoms sector in Europe has raised many eyebrows among investors and analysts, but so far the risks seem to be paying off. Since it’s initial public offering Read more…
Citigroup Inc.; Market Cap (as of 06/03/2015): $160.98bn Springleaf Holdings Inc.; Market Cap (as of 06/03/2015): $5.58bn Introduction On March 3, 2014, Springleaf Holdings, Inc. (NYSE:LEAF), a leading personal finance company focused on consumer lending, credit insurance and other credit relating products, entered into a definitive agreement with Citigroup Inc. Read more…
NXP Semiconductor NV; Market Cap (as of 06/03/15): $22.7bn Freescale Semiconductor Ltd; Market Cap (as of 06/03/15): $12.3bn Introduction On March 2, NXP Semi announced it will acquire Freescale Semi in a $11.8bn transaction. Amalgamating the Eindhoven-based chip manufacturer with its American rival will create the leader in both Auto Read more…
This week, we are proud to publish an in-deep analysis on the Italian Popolari banks situation, one of the most discussed topics since the announcement of the AQR done by the ECB. Thanks to the recent rumors of an Italian decree, which changes the voting powers’ structure of the above Read more…