DWS Gatecrashes NEX Offer for Stagecoach
Stagecoach has agreed to an offer by DWS Infrastructure, and has therefore withdrawn its previous recommendation to the offer by National Express,...
296 Views
National Express/Stagecoach: All-Stock Merger
At the closing 15 Dec. prices, the spread was 6%. This may be explained by the expected close review by the CMA and the anticipated twelve months...
437 Views
FirstGroup Plc – Barbarians at the Bus Stop
Firstgroup PLC (FGP LN) is a UK-based transit provider that has been in the sights of activist investors on and off for a number of years. In this...
557 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
340 Views
SBUS -Â Next Stop, Q1, when to Alight?
It has been almost 5 months since my previous insight: "Completion of The “Proposed Transfer of Buses”. In this insight, we estimate Q1 2016...
567 Views