We have updated our Terms of Use.
Please read our new Privacy Statement before continuing.

⚠ Breakingviews.com requires the use of cookies. Please enable cookies in your browser settings.
Breakingviews on Twitter
  • Request a Free Trial
  • Sign In

Search the Archive

Browse by Topic
 
  • Home
    • Americas
    • EMEA
    • Asia
  • Columns
  • Features
  • Videos
  • Podcasts
  • Books
  • Calculators
    • Topical Calculators
    • Equity Valuation Calculators
    • Credit Calculators
    • M&A Calculators
    • Rights Issues Calculators
  • Predictions 2021
  • About Us
    • Journalists
    • Jobs
    • Contact Us
    • Feedback
    • Tips and Tricks
    • Mobile App
This website uses cookies to ensure you get the best experience on our website. Learn more
Got it!
  • Home
  • >
  • Considered View

Considered View

DowDuPont activist legacy spawns new activism

21 January 2021

Starboard Value wants new directors and a new CEO at $33 bln Corteva. The seed and pesticide group is one of three born from the 2017 merger and later breakup of Dow and DuPont. That grand plan looked good on paper to other noisy investors, but making it work is proving hard.

Keystone XL is stage for more political theater

21 January 2021

The logic behind the U.S. pipeline was already on the fritz. Oil’s future is uncertain, especially the crude in Canada that Keystone would have transported. Banks, too, were pulling back from lending. Joe Biden’s order nixing the project is mostly symbolic of future intentions.

Perella Weinberg deal boosts SPAC credibility

21 January 2021

A $977 million price tag for the M&A advisory shop values it lower than peers based on reasonable growth assumptions. It's a sensible figure for a real business in a competitive market. Perella's choice to go public by selling to a blank-check company looks well advised.

Russian mining IPO comes with sanctions noise

21 January 2021

Nord Gold is planning a $5 bln listing in London, the WSJ reports. Severstal billionaire Alexey Mordashov only has a minority stake, but his sons own most of the rest. Investors need to consider the risk that the new U.S. administration decides to take a tougher line on Moscow.

Brexit legacy will clip sterling’s wings

21 January 2021

The currency hit an eight-month high against the euro. Vaccine rollouts, on which GDP rebounds depend, are more advanced in UK than many countries. But non-tariff barriers are hindering trade with the EU, which may hold back growth. That will limit the pound’s scope to fly.

Corona Capital: Intel, Run on guns

21 January 2021

Concise views on the pandemic’s corporate and financial fallout: Intel’s new boss gets closer to his big debut. Meanwhile, gunmakers are riding high on social tensions and pandemic angst, but could soon find they have fewer friends in high places.

Options trading bubble draws frothy M&A equivalent

21 January 2021

Britain’s IG is buying tastytrade for $1 bln in cash and shares. The price seems high, even allowing for surging demand for the Chicago-based group’s derivatives products. As with the current stock-market boom, success depends on continued interest from flighty retail traders.

Couche-Tard may be impulse buyer after French fail

21 January 2021

Founders of the minimart empire, blocked from buying Carrefour, have a super voting share that expires in 11 months. After that they’d need investor support for a big purchase like German grocer Metro. The 13% drop in the Canadian group’s stock shows fears of a short-term spree.

Chinese monopoly rules threaten super-app model

21 January 2021

The central bank has defined payments dominance in market-share terms, squarely targeting Ant and Tencent. Its new draft rules also separate transactions from interest-bearing products. That will complicate cross-selling more profitable services, and deter new competitors.

China’s energy policy keeps blowing fuse

21 January 2021

Widespread electricity rationing last month slowed factory output, threatening another harsh winter for Chinese households. Banning Aussie coal didn’t help, but Beijing has stalled reforms to its grid monopoly, forcing a choice between emissions targets and keeping the lights on.

Most Popular

  • Perella Weinberg deal boosts SPAC credibility
  • Biden’s dream team faces a nightmare
  • Elliott’s HK exit reflects Asia activist reality
  • Netflix cash position puts M&A into frame
  • Burberry is entering the M&A danger zone
 
  • Biden’s dream team faces a nightmare 20 January 2021
  • Economic fixes can make 2024 election less fraught 20 January 2021
  • Europe’s IPO early birds will catch the worm 20 January 2021
  • Job market will be weak link in global recovery 20 January 2021
  • Morgan Stanley serves up best of two weird worlds 20 January 2021
  • Corona Capital: ESG investing, U.S. moves, P&G 20 January 2021
  • Europe’s chip darling may fall victim to its hype 20 January 2021
  • Burberry is entering the M&A danger zone 20 January 2021
  • Birkenstock buyout calls for heavy buffing 20 January 2021
  • Elliott’s HK exit reflects Asia activist reality 20 January 2021
  • Indian beauty shop all dolled up with places to go 20 January 2021
  • Netflix cash position puts M&A into frame 19 January 2021
  • Even drug firms think they are overvalued 19 January 2021
  • Federal debt monster lurks for Biden, Yellen & Co 19 January 2021
  • MGM wears best poker face in British M&A standoff 19 January 2021
  • Glencore unearths copper-bottomed Zambian lifeboat 19 January 2021
  • Goldman progress masked by trading boom, bad deeds 19 January 2021
Breakingviews on Twitter

Eikon
Information, analytics and exclusive news on financial markets - delivered in an intuitive desktop and mobile interface
Refinitiv Data Platform
Everything you need to empower your workflow and enhance your enterprise data management
World-Check
Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks
Westlaw
Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology
ONESOURCE
The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs
CHECKPOINT
The industry leader for online information for tax, accounting and finance professionals
 
  • Privacy Policy
  • Terms of Use
© Reuters News & Media Ltd 2021. All rights reserved.