Schneider Electric/Aveva: Recommended Minorities Buyout
The offer price does not come as a surprise and the operation, however dilutive, makes strategic sense for Schneider. Gross spread is positive and...
369 Views
Pullback Complete?; Commodities Heading Lower; Buying Growth/Cyclicals & A Few Utilities
Signs suggest this pullback may have run its course, as several global market indexes & Sectors appear to be making a higher low near logical...
495 Views
Softbank Group- Vision Fund Monetizations Include a First for Vision Fund 2
As Softbank prepares to report its Q1 20 results, it has also been busy monetizing some of its investments including a relatively quick IPO for KE...
495 Views
RIB Software Tender Offer from Schneider Electric
RIB Software AG (RIB GR) is an application software company that develops and markets planning and control software solutions to the building and...
444 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
472 Views