Siemens/Siemens Gamesa: Bid Rumours
I value Siemens Gamesa using a DCF model. My TP is €30.3/share, 14.3% premium to closing price on 18 May. Although I am positive on SGRE, I do not...
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Varian-Siemens Deal: DAX Promotion on the Cards for the Acquirer
This is the largest healthcare sector M&A Deal announced so far in 2020. Earlier this year, in March, Thermo Fisher Scientific Inc (TMO US)...
710 Views
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...
737 Views
Hitachi (6501 JP): A Bold but Risky Acquisition of ABB’s Power Grids
Hitachi Ltd (6501 JP) announced the acquisition of an 80.1% stake in ABB Ltd (ABBN VX)’s power grids business for $6.4 billion. ABB will retain the...
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New Clarity on Toshiba's "Return of Capital to Shareholders"
Today, Toshiba Corp (6502 JP)announced it had completed the sale of Toshiba Memory Corp to K.K. Pangea and others, while confirming the exact...
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