(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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MergerTalk: UnitedTech/Raytheon - It's The UTX Share Price That Needs Adjusting, Not The Terms
Reaction to the proposed 'merger of equals' between aerospace giant United Technologies (UTX US) and US defense contractor Raytheon Company (RTN...
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Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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