Stock analysis posts tagged "m&a" from Openbook.
The controlling shareholders bid $212.00 a share for the 28% they do not own, an 8.8% premium. What Penske Automotive's fundamentals say about that number.
IP shares rose 6.9% as bidders circled the former DS Smith below $6bn, against $9.9bn paid in 2025. The growth, profitability and risk picture examined.
The FTSE 100 hit a three-week high after the Bank of England's Huw Pill questioned market bets on four rate rises. Banks led Monday's rally, while London Stock Exchange Group slid on a $3.5bn deal.
LSEG confirmed talks to buy Permira's Octus for about $3.5bn and the shares fell around 5%. The price is roughly 2.7x the 2022 mark, with no EPS case.
Viatris is buying Pacira BioSciences for USD 36.50 a share, about USD 1.65bn in cash. A generics cash machine has decided to pay up for growth.
Starbucks has explored a roughly USD 39bn takeover of Chipotle, and CMG closed up about 6% at USD 32.65. What the fundamentals say before 28 October.
Informa has agreed a £2.24bn deal for Clarion Events and launched a separation of Taylor & Francis, funding part of it with a £940m equity raise.
BT has rescued TalkTalk from administration at an estimated £400m cash cost, adding 2.5 million customers — and triggering a public interest review.
C.H. Robinson agreed to buy RXO for USD 5.8bn and fell 10.9% as the market weighed USD 300m of synergies against dilution and a tripled debt load.
Schneider Electric is paying USD 205 a share in cash for PTC, a 42.3% premium. We weigh the five Openbook factors now the upside is capped at the offer.
The USD 22bn Skyworks-Qorvo merger completes today. Apple falls from 67% of sales to roughly 35%, and USD 500m of cost synergies carry the whole case.
Hormel is paying USD 1.055bn in cash for Brakebush, about a tenth of its market value, and the shares moved just 0.91%. A balance-sheet story.
Nubank is in early talks to buy Monzo at £8bn-£10bn: close to a fifth of its own market value, paid for a bank with about a tenth of its customers.
London's two-session week was dominated by a global bond rout: 10-year gilt yields hit their highest since June 2008 and the FTSE 250 fell to a one-month low, even as three UK companies agreed takeovers in a single day.
Stripe and Advent abandoned a $60.50-a-share bid and PayPal closed at $53.66, down 12.7%. Which of those two prices is the mistake, and what is left?