Quiddity ES50 Sep 23 Rebal: Ferrari/Vonovia Change Confirmed + Another US$2bn+ Flow Surprise!
I would look to go SHORT Saint-Gobain vs peers during the Inclusion event especially if Saint-Gobain sharply outperforms peers between now and the...
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GQG Calls Adani Names 5Yr "Multi-Baggers" - It Works at 30% EPS CAGR if You Torture the Numbers
This is an update on the Adani Names where GQG Partners purchased a US$1.8bn stake from the Promoters themselves. They are up 25% in a month. Which...
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San Miguel Turns Its Sights To Eagle Cement
This looks done. It should make no difference from an anti-trust point of view whether SMC buys out Ang's stake in ECC or not. Hedge out your...
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Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
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PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) ​and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
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