Tata Motors / Iveco: One Last Gear Change
Tata has raised its Iveco offer to a best-and-final €14.40. With the EGM approaching and settlement scheduled for October, we assess the remaining...
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Primer: Banca Profilo (0FP9 LN) - Oct 2026
Boutique Private and Investment Banking Profile: Banca Profilo S.p.A. (Ticker: 0FP9 LN / PRO.MI) operates as an independent Italian banking...
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Infrastrutture Wireless Italiane (INW IM): Synthetic Expert Call Transcript (13 Oct 2026)
The proposed take-private bid by Ardian (32%) and Oak Holdings (39%) is economically viable even at elevated leverage levels up to 6.5x EBITDA,...
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Ardian & Oak Holdings / INWIT: A Towering Question
Ardian and Oak may take INWIT private, but what would they pay? With 80% of revenues under contractual dispute and limited standalone upside, we...
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HEW: Broadly Blowing Tighter
Energy supply shocks and hawkish Fed/ECB signals are tightening the global outlook, while political pressure for fiscal loosening is easing in the...
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