Download PDF Introduction In 2024, global M&A activity maintained a strong pace, with deal value rising by approximately 15% compared to 2023. This growth occurred despite market conditions improving less than expected, as interest rates remained high and geopolitical tensions persisted worldwide. The trend continued in the final months of Read more…
Download PDF Introduction With so much information to store, almost every one of us currently uses the “invisible” space of the cloud. But it’s not that invisible. There is a physical place where all this data is processed, called a data center. When you buy space in iCloud, for example, Read more…
Download PDF Background The launch of OpenAI’s ChatGPT has brought the semiconductor industry under the spotlight, resulting in a year of particularly high hype from investors, with constant stock spikes and new technological standards. With generative AI software gaining popularity over the past year, chipmakers’ performance has begun to catch Read more…
Download PDF Introduction Investment in defence tech start-up companies has surged over the past years as geopolitical tensions across the globe keep escalating. US venture capital firms raised their investments in defence start-ups from less than $16bn in 2019 to $33bn in 2022. The first five months of 2023 alone Read more…
Download PDF Introduction Grindr [GRND:NYSE], an online dating app targeted towards the LGBTQ+ community, went public on November 18, 2022 after completing a merger with Tiga Acquisition Corp., a Special Purpose Acquisition Company (SPAC), at an initial post-transaction enterprise value of $2.1bn. The leading social network for the LGBTQ+ community Read more…
Download PDF Sony’s acquisition of Bungie Less than 15 days after Microsoft dropped the news of an imminent $75bn acquisition of Activision Blizzard, tech giant and main Microsoft competitor Sony announced on the 31st of January its plan to acquire video game developer Bungie for $3.6bn. While the two deals Read more…
Download PDF One topic has dominated the financial news recently: tech-stocks falling out of favor with investors. The pandemic-era dominance of tech has come to an end, with US value stocks outperforming growth by around 10% year to date. Most tech-stocks have collapsed over the last 3 months, with the Read more…
Download PDF Introduction We are now over a year and a half into the Covid pandemic. Disruptive as this exogenous shock has been, markets have quickly recovered, and proceeded to reach one new record after the other. More interestingly, several information technology stocks have stood the challenge without a bruise. Read more…
Download PDF Introduction The global electric vehicle (EV) market is experiencing an unprecedented growth spurt, and all signs point to it accelerating further in the near future. Reasons for this are government initiatives in the world’s leading economies to support sales of EVs by reducing selling prices through means of Read more…
Download PDF Introduction Emerging Markets have long been just that: markets that are only just in the process of becoming developed, and are still lagging behind established market economies. Recently, however, the pace of development has increased drastically in these economies, particularly in their technology sectors. Reasons for this are Read more…
Download PDF Introduction On Monday September 13th, one of the biggest deals in the fast-growing digital privacy space has been closed: Kape Technologies Plc’s acquisition of ExpressVPN for $936m in cash and shares. Aiming to protect consumers’ digital contents, this acquisition will broaden Kape’s customer network from almost 3m to Read more…
Download PDF Microsoft (NASDAQ: MSFT) Market Cap as of 23rd April 2021 $1.96tn Nuance (NASDAQ: NUAN) Market Cap as of 23rd April 2021 $15.16bn Introduction On April 11, 2021, Microsoft Corporation entered into a definitive settlement to acquire Nuance Communications in exchange for all-cash consideration of $19.7bn, representing the second-largest Read more…
Download PDF Prosus NV (AMS:PRX) – Market Cap as of 16th April 2021 €156.3bn Tencent Holdings (0700.HK) – Market Cap as of 16th April 2021 HK$6,063.9bn Introduction Prosus NV, the international asset division of Naspers and one of the largest technology investors in the world, sold a 2% stake in Read more…
Download PDF Introduction WeWork has agreed to go public through a merger with a blank-cheque company BowX Acquisition Corp in a deal that implies an initial enterprise value of approximately $9bn for the office-sharing provider. Following the high-profile collapse of its IPO attempt in 2019, WeWork is taking advantage of Read more…
Download PDF Allied Universal – privately owned G4S (G4S.L) – market cap as of 5th March 2021: £3.76bn Introduction After the end of the U.S. bidder’s drawn-out takeover battle with Canada’s GardaWorld, whose last bid was £3.7bn or 235p-per-share, G4S has agreed to a £3.8bn or 245p-per-share takeover offer from Read more…