ams AG Finds a Loophole: Ups the Osram Bid to €41 but Does Not Extend
ams AG (AMS SW) this morning did something really, really sneaky. It is beautiful in a sense. Faced with the prospect of extending their €38.50...
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A Better Bain Bid for Osram?
As discussed in Ams Deal for Osram On the Table: Trading Wide back in August, the deal whereby ams AG (AMS SW) outbid the existing Bain and Carlyle...
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Megvii (旷视) Pre-IPO - A Bet on the Future - Segments, Revenue Drivers and Growth Potential
Megvii Technology (1737211D HK) (MEG) is looking to raise up to US$1bn in its upcoming IPO in Hong Kong. We previously covered the IPO in: Megvii...
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Ams Deal for Osram On the Table: Trading Wide
The long history is that in 2013, Siemens AG (SIE GR)spun offOSRAM Licht AG (OSR GR), which had been a lightbulb maker for a century. In 2015, Olaf...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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