Mat-Chem Notes for the Week Ended March 20, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a recovery week for most of the market, both the Russell 2000 and the S&P 500 appreciated 5.4%...
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AkzoNobel Nippon Paint’s proposed offer just added a fresh coat of value
Summary & Conclusions Is the Market Missing a Hidden Catalyst? A renewed strategic proposal has introduced an unexpected dimension to the...
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Nippon Paint's €7.5bn Proposal Reprices the Akzo–Axalta Merger
Nippon Paint's €7.5bn proposal values Decorative Paints but also revalues the Akzo–Axalta merger, revealing where the market's valuation discount...
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TMI Snapshot:Â Asynchronous Inflation Narratives
While the bond market continues to dismiss inflationary pressures, our text mining picked up a recent spike in mentions of supply constraints as...
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U.S. Equity Strategy: Buy The Dips
New developments outlined in today’s report are of the bullish variety. The way we see it, the positives continue to heavily outweigh the...
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