U.S. Equity Strategy:Â Upgrading Utilities; Downgrading Manufacturing
The U.S. market continues to flash mixed signals, most recently Utilities have shown a big climb in our relative strength rankings. Given mixed...
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Lines in the Sand: Rapid Growth, Looming Consolidation, and New Investment Options
Electronic Materials: Soaring Growth, Looming Consolidation, and New Investment VehiclesInvestors are instinctively on the hunt for well-run...
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(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
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Versum Materials - Merck KGaA Dials Up the Pressure and Launches Unsolicited Tender Offer (Part III)
Merck KGaA (MRK GR) took off the gloves yesterday in its pursuit of Versum Materials (VSM US) , announcing and launching an unsolicited, fully...
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Versum Materials – Merck KGaA Not Going Away (Part II)
Since my initial report on Versum Materials (VSM US) last week, Versum Materials – Entegris Beaten to the Punch by Merck KGaA , I’ve dug deeper...
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