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Shire: Cash is king in M&A

Shire has received a fourth bid of 4700p per share from Japan’s Takeda, a whopping 59% premium over the undisturbed share price on 26 March. Shire already rejected a third bid of 4650p (“significantly undervalued”), and the shares still trade 17.5% below the latest offer price. Will Takeda go even higher to get Shire to…

Riding the bank wave to success

Right now is a great time to make money on the markets. Capitalising on share price moves is, by its very nature, about thinking ahead. Market investors already follow the news, but to get the real edge, you need to be armed with the right research tools. A casual investor is often stuck “in the…

Shire: Tiki-taka Takeda?

Shire shares trade almost 4% lower after US group Allergan – mooted as another suitor for the specialty pharmaceutical outfit – declared it would not make an offer. This reduces competition for SHP as a target and puts the ball back in Japanese Takeda’s court, having confirmed that it made an official third bid of…

Debenhams: Dividend Redesigned After Yet Another Profits Warning

Against the backdrop of a troubled UK retail market (9:30 UK retail sales missed expectations), Debenhams only adds to the bad news with another ugly profits warning, this time forcing it to rebase the dividend to 0.5p (-51%), as some had speculated, to preserve cash. This will, of course, anger those already sitting on significant…

UK Retail: Sorry, more bad news

Data yesterday showed UK wages growing faster than prices in February for the first time in a year, the first suggestion that a long-running burdensome squeeze on consumers may be easing. This buoyed hopes that the Bank of England (BoE) might feel less inclined to hike rates in May, and that a troubled retail sector…

Ashmore delivers more than ever

Shares in Ashmore rose almost 9% in early morning trading, topping the , on news that Assets Under Management (AuM) increased by a whopping $7B in Q3. This represents the biggest quarterly surge since the quarter ended 30 Sept 2015 (+$7.8B), thanks to ravenous demand for exposure to emerging markets (EM). Seeking perhaps to flee…

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