No company is too big for Warren
“I’ve admired PCC’s operation for a long time. For good reasons, it is the supplier of choice for the world’s aerospace industry, one of the largest sources of American exports. Berkshire’s Board of… Continue reading
BOILING SUMMER IN THE BUILDING-MATERIALS INDUSTRY
Industry Overview Relevant signals of growth and recovery are shown in the segments of building materials sector which represent Italcementi and Heidelberg core businesses. Furthermore, continued tailwinds will bring benefits regarding revenue and… Continue reading
Pfizer’s acquisition of Hospira, the M&A wave in the healthcare sector still far from settling down
In February 2015, Pfizer announced that it wants to acquire its smaller rival Hospira to make Pfizer the leading producer in the biosimilars sector, a high-growth niche sector focusing on lower cost biotech… Continue reading
Fintech: a jewel in the crown
Industry Overview Worldpay is a payment services provider which handles more than 11bn transactions per year through web, card and other mobile instruments. Its strength relies on the security of the products it… Continue reading
THE OPPORTUNITY FOR A MEGADEAL IS BREWING BETWEEN AB INBEV AND SABMILLER
On October 12th 2015, AB Inbev has agreed to purchase SABMiller for about £68bn ($104.2bn) to form the world’s largest brew maker so far with combined sales revenues of about $64bn. Drivers of… Continue reading
When the cloud becomes expensive, DELL-EMC acquisition
On October 12th Dell (which is a non listed company), in collaboration with Silver Lake, have entered into an agreement for the acquisition of EMC (NYSE:EMC, on 27/10: 26.17$), bringing the majority of… Continue reading
Gas: buy or build?
Industry Overview The oil and gas industry is facing high market volatility due to geopolitical instability. Companies struggle to lock in new demand in a sector where oversupply is a big issue. The… Continue reading
Retail & Consumer Products market update
Japan Tobacco International has bought an Iranian cigarette maker in order to consolidate its leadership in a country that is expected to experience economic growth once international sanctions are removed. The announcement arrived… Continue reading
M&A ACTION IN THE AEROSPACE DEFENSE INDUSTRY
International markets in 2015 have been particularly volatile. Many industries faced a slump, but some are still performing adequately, although, uncertainty about the general economic cycle is still permeating the business community. Nonetheless,… Continue reading