Media industry update: battle of the streaming services and the emergence of Warner Bros Discovery

Download PDF Introduction In the rapidly evolving media landscape, the emergence of streaming as the primary battleground for viewer attention has ushered in a new era of competition and consolidation among media giants. As traditional broadcast and cable television give way to on-demand digital content, companies like Netflix[NASDAQ: NFLX], Disney[NYSE: Read more…

Our Analysts’ Take: Even greater consolidation? On possible Newmont-Newcrest megadeal and economics and trends dominating the global gold industry

Download PDF Introduction Throughout history, gold has played a central role in the economies of the world. With its uses ranging from a store of value and currency to an indicator of wealth, it still stirs up heated debate. With the global gold mining industry, worth just shy of $205bn Read more…

Winter Deal Recap

Download PDF Welcome back from the winter break and happy 2021! According to JPMorgan, the outlook of M&A in 2021 is very positive. Indeed, mainly due to a reduction in political uncertainty, the development of vaccines and strong capital markets, there is increased confidence in management and board of directors, Read more…

The king of Logistics Real Estate expands his kingdom: Prologis acquires Liberty Trust for $12.6bn

Prologis Inc [PLD:NYSE] – Mkt cap as of 09/11/19: $55.01bn Liberty Property Trust [LPT:NYSE] – Mkt cap as of 09/11/19: $9.26bn Introduction The boom of e-commerce is rapidly pushing up demand for industrial real estate and thus driving warehouse giants to new pursuits. Accordingly, Prologis – the world’s leader in Read more…