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Insights on Ireland

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•14 Oct 2026 13:01

Permanent Tsb Group Holdings P (IL0A ID): Synthetic Expert Call Transcript (14 Oct 2026)

The valuation arbitrage between BAWAG’s binding €2.97 scheme offer and Axis’s indicative €3.20 proposal hinges on execution certainty; while Axis...

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•14 Oct 2026 12:45

Permanent TSB: €3.20 Is Not Yet an Offer

PTSB trades above BAWAG’s €2.97 firm offer, while Axis’s €3.20 proposal remains unfinanced. With Court risk and 16% standalone downside, is the...

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bullish•CRH
•11 Oct 2026 00:01

Why CRH’s NCC Industry Acquisition Could Be A Strategic Masterstroke!

CRH plc is extending its acquisition-driven growth strategy into the Nordic region after agreeing to acquire NCC Industry’s operations in Denmark...

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bearish•Cross Asset Strategy
•08 Oct 2026 23:34

DATA CENTER SECTOR: From the Tip of the Spear to Canary in the Coal Mine

The sudden plunge in demand for an Nvidia-backed data center company’s initial public offering is revealing fresh cracks in the AI funding boom....

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bullish•Cross Asset Strategy
•08 Oct 2026 14:15

Sentiment Matters: Buy Side Sentiment Tracker - October 2026

Buy-side sentiment is bullish and still rising, but not universally risk-on. Infrastructure, Industrial Metals and Gold lead; Swiss Franc, Cash and...

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