Nicolas Michel Georges Koch
M&A news and rumors this Monday ๐Ÿ‘‡ - $CA.PA (Carrefour SA) is said to continue to explore the possibility of Italian assets divestment. They would have names Rothschild as advisor - $IVG.MI (Iveco Group N.V) would be under negociation to be sold by the main shareholder (family Agnelli). Tata motors would be among interested buyers - $PRX.NV (Prosus NV) would be ready to divest all their position in $DHER.DE (Delivery Hero SE) to avoid anti-trust decisions in their acquirement of $TKWY.NV (Just Eat Takeaway.com NV) Why it is important to follow ๐ŸŸฉ - Major M&A moves will create big price increase, with stock price getting close to the potential acquisition price (lower because of the probability the deal drops) - Strategic investments are reshaping value chain and partnership landscape, and can be signs of incoming major M&A moves ------------------------------------ ๐ˆ ๐จ๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐Ÿ๐จ๐ซ ๐Ÿ ๐ฒ๐ž๐š๐ซ๐ฌ. ๐‚๐จ๐ฉ๐ฒ-๐ญ๐ซ๐š๐๐ž ๐ฆ๐ž to be part of this ๐Ÿš€ (๐ถ๐‘œ๐‘๐‘ฆ-๐‘ก๐‘Ÿ๐‘Ž๐‘‘๐‘–๐‘›๐‘” ๐‘–๐‘  ๐‘“๐‘Ÿ๐‘’๐‘’ ๐‘œ๐‘“ ๐‘โ„Ž๐‘Ž๐‘Ÿ๐‘”๐‘’ ๐‘–๐‘› ๐ธ๐‘ก๐‘œ๐‘Ÿ๐‘œ, ๐‘ ๐‘ก๐‘Ž๐‘Ÿ๐‘ก๐‘–๐‘›๐‘” ๐‘ค๐‘–๐‘กโ„Ž 200๐‘ข๐‘ ๐‘‘)
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