Abertis / Atlantia: Strategies Behind the Hochtief & ACS Counterbid
ACS has been successful in structuring a deal that uses Hochtief as a vehicle to acquire Abertis. Hochtief proposed a competing offer for Abertis...
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Abertis / Atlantia: An ACS Counterbid - M&A Financing Considerations
There have recently been a few important developments in Abertis / Atlantia , notably that ACS is reportedly close to proposing a counterbid for...
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Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
478 Views
Holdco Updates: Close Cosco, Hold onto Hochtief
Mean Reversion Complete for Cosco Capital Ever since we wrote on how Cosco Is Cheaper Than Ever, it has reverted back to its mean. We think that...
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Hochtief - Stub Value All-Time High
Over the past 3 months, Cimic Group Ltd (CIM AU) is down 32% while Hochtief AG (HOT GR) is flat. This is a significant dislocation. HOT's current...
465 Views