What’s going on? 2021 is on track to become a record-breaking year for M&A, with plenty of companies reporting double or triple-digit % increases in the # of deals they’re striking vs last year. What does this mean? $4 trillion worth of deals have taken place since the start of 2021, more than twice this time…
Tag: JPMorgan
Ep 139: Plant-based milk company Oatly files for IPO in secret
What’s going on? Sweden-based Oatly – the maker of vegan food and drink products – has submitted plans for an IPO with possible valuation of more than $5 billion Morgan Stanley, JPMorgan and Credit Suisse have been hired as underwriters on the offering. What does that mean? Oatly has been distributing through partnerships with cafes in…
Ep 138: Warren Buffett revealed some hints
What’s going on? Berkshire Hathaway (Warren Buffett’s investment firm) was revealed to have sold off some of its Apple stock and quietly bought into three other companies. What does that mean? Berkshire Hathaway was selling off some of its stake in Apple, holding on to “just” $120b worth; it also recently sold stakes in JPMorgan…
Journal Report 25: Vietnam Banks report Summary
Summary of Vietnam Banks report by JPMorgan published on Dec 14, 2020 Investment thesis Increasing EPS and PT EPS change: driven by lower provisions & higher volume growth thanks to higher GDP. PT increase: broadly following the EPS shifts. Foreign Ownership Limit (FOL) gap Banks have set at 22-23%, below the regulatory limit of 30%…
Ep 124: Vaccines elevates investments in ETFs
What’s going on? Investments in ETFs in Europe reached their highest levels since December 2019. An exchange traded fund (ETF) is a basket of securities that trade on an exchange, just like a stock. What does this mean? Investors have been celebrating the potential coronavirus vaccines by loading up on stocks: ETFs in Europe: raked…
Ep 107: Climb And Punishment
What’s Going On Here? Take a long look at your dividends, because they could be your last for a while: Goldman Sachs reckons coronavirus support for large companies has put cash payouts at risk. What Does This Mean? In its analysis of major European companies’ dividends, Goldman concluded that since this year’s payouts are mostly paid…
Ep 106: Climb And Punishment
What’s Going On Here? As coronavirus fatalities in Europe and the US show signs of letting up, analysts at investment bank JPMorgan think they can see an end to stock markets’ steep decline. What Does This Mean? JPMorgan looked at the relationship between newly reported coronavirus cases and stock market volatility, and it found they’re positively correlated….
Ep 101: JPMorgan’s ‘High-Class Problem’: Its Rising Stock Makes Buybacks More Expensive
What’s going on here? Jamie Dimon is facing a problem: a lot of cash and an expensive stock. Over the past three years, Mr. Dimon’s JPMorgan has spent most of its profit on share repurchases, which has been a boon for shareholders. The issue now is that JPMorgan shares, are getting more expensive. Analysts and…
with HT 