In today’s briefing:
- Weekly Deals Digest (27 Jul) – CK Hutchison, Pacific Industrial, FHT, Abacus, PointsBet, NSDL
- CSX Joins The M&A Chessboard: Why It’s Exploring Strategic Alternatives After Union Pacific’s Norfolk Bid
- Danaher Bets Big on Bioprocessing—Will Resilient Demand Outpace Market Headwinds?
- Lockheed Martin: Driving Growth With The F-35 & Secret Weapons Division Booms!
- Northrop Grumman Doubles Down on B-21—Is This the Pentagon’s Next Mega Contract?
- RTX On Fire: What Is The Strategy That Is Driving Its Global Growth & Margin Expansion?
Weekly Deals Digest (27 Jul) – CK Hutchison, Pacific Industrial, FHT, Abacus, PointsBet, NSDL
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments: NSDL (NSDL IN) is seeking to raise US$464 million.
- Event-Driven developments: CK Hutchison Holdings (1 HK), Pacific Industrial (7250 JP), Frasers Hospitality Trust (FHT SP), Abacus Storage King (ASK AU), PointsBet Holdings (PBH AU), New World Resources (NWC AU).
CSX Joins The M&A Chessboard: Why It’s Exploring Strategic Alternatives After Union Pacific’s Norfolk Bid
- CSX Corporation’s recent financial performance showcases a company in recovery, marked by deliberate efforts to address operational challenges and improve service delivery.
- The second-quarter results reflect a mix of successes and ongoing hurdles within their business framework.
- Positively, CSX Corporation has demonstrated a strong recovery from earlier disruptions, with notable improvements in network performance metrics including velocity, dwell time, and trip plan compliance.
Danaher Bets Big on Bioprocessing—Will Resilient Demand Outpace Market Headwinds?
- Danaher Corporation’s second-quarter 2025 results provided a comprehensive view of their financial performance, strategic initiatives, and market positioning.
- The quarter was marked by notable achievements and some challenges, set within a complex macroeconomic environment.
- From a financial perspective, Danaher reported sales of $5.9 billion, with core revenue growth of 1.5% year-overyear.
Lockheed Martin: Driving Growth With The F-35 & Secret Weapons Division Booms!
- Lockheed Martin’s second-quarter 2025 earnings report presents a mixed picture of the company’s financial and operational performance.
- On the positive side, Lockheed Martin reported $18.2 billion in sales, maintaining its revenue compared to the previous year.
- The company invested $800 million in infrastructure and innovation, while also returning $1.3 billion to shareholders through dividends and share repurchases.
Northrop Grumman Doubles Down on B-21—Is This the Pentagon’s Next Mega Contract?
- Northrop Grumman’s second quarter 2025 financial results presentation reflects both positive advancements and areas for cautious consideration for potential investors.
- The company showcased a year-over-year revenue increase of 1% to $10.4 billion, with organic sales rising by 2%, reflecting strong operational execution despite divesting its training services business.
- Particularly notable was the significant segment margin expansion, achieving an 11.8% segment operating margin.
RTX On Fire: What Is The Strategy That Is Driving Its Global Growth & Margin Expansion?
- Raytheon Technologies Corporation (RTX) delivered robust second-quarter results in 2025, demonstrating strength across its diverse business segments amid a challenging operating environment.
- The company reported a 9% year-over-year organic sales increase, propelled by significant gains in its commercial aerospace and defense sectors.
- Notably, the commercial aftermarket segment experienced a 16% growth, continuing the positive momentum from the first quarter.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
