글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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Forwarded from Market News Feed
🔸U.S CONSTRUCTION SPENDING (MOM) (AUG) ACTUAL: 0.5% VS 0.7% PREVIOUS; EST 0.5% ...
US Construction spending
0.5% MoM, $1,983.5 billion in August of 2023
in line with market forecasts.
- Private spending(+0.5%)
residential segment (+0.6%)
single-family (+1.7%)
multi-family (+0.6%)
non-residential segment (+0.3%)
- Public spending (+0.6%)
non-residential (+0.6%)
residential (-1.1%)

Yearly, construction spending rose by 7.4% in August.
Forwarded from Market News Feed
🔴 JPMORGAN CEO DIMON: THE US ECONOMY IS STRONG, THAT'S THE HERE AND NOW. ...
VC DEALS
Digital mortgage lender Perenna has raised over £42 million in a round led by Silverstripe Investment Management.

Mexican neobank Albo has raised a $40 million Series C led by Morpheus Ventures.

Farther, a wealth management company, has raised a $31 million Series B led by Lightspeed.

Framer, an Amsterdam-based no-code website builder, has secured a $27 million Series C led by Meritech Capital.

Trade finance startup Traydstream has secured a $21 million Series B led by Pivot Investment Partners and E& Capital.

Web3 startup IYK has raised a $16.8 million seed round led by a16z crypto

PE DEALS
The Carlyle Group has been in exclusive talks to acquire majority stakes in two of Medtronic's medical device units: patient monitoring and respiratory interventions, which together could be valued at over $7 billion, Reuters reported.

Macquarie Group, Affinity Partners and a TPG-led consortium are among potential rival bidders for Ramsay Sime Darby Health Care, an Asia-focused hospital group that could sell for more than $1 billion, The Wall Street Journal reported.

Investors including PE-backed Fenway Sports Group, Endeavor Group and KKR co-founder Henry Kravis are among potential investors in PGA Tour, which has been pursuing a deal with Saudi Arabia's PIF, Bloomberg reported.

Stonepeak has agreed to acquire 49% stakes in Spain-based Cellnex Telecom's businesses in Sweden and Denmark for €730 million.

Platinum Equity has agreed to acquire a majority interest in The Cook & Boardman Group, a commercial door and security distributor, from Littlejohn & Co., which will retain a minority stake.

Palatine Private Equity has acquired a minority stake in UK accountancy firm BK Plus.

The Halifax Group has agreed to acquire the global home care division of Paris-listed facilities management company Sodexo

INVESTORS
Wells Fargo has sold its positions in Norwest Equity Partners and Norwest Mezzanine Partners funds to The Carlyle Group subsidiary AlpInvest Partners, Atalaya Capital Management, Lexington Partners and Pantheon for about $2 billion.

Germany's largest pension fund, BVK, has reappointed Access Capital Partners for its PE investments, Investments & Pensions Europe reported.

Singaporean sovereign wealth fund GIC sold its stake in Vista Equity Partners following the firm's founder being involved in a tax scandal, the Financial Times reported.

Catamaran Ventures UK, the venture firm run by UK Prime Minister Rishi Sunak's wife Akshata Murty, is winding down. Murty used the fund to invest some of her stake in Infosys.
Forwarded from Market News Feed
🔸CHICAGO HIT A TEN-YEAR HIGH FOR AIR POLLUTION THIS SUMMER, WITH THIRTEEN AIR QUALITY ACTION DAYS ISSUED BEFORE THE END OF JULY. FOR A DAY IN LATE JUNE, CHICAGO’S AIR QUALITY WAS THE WORST IN THE WORLD, SIGNALING POTENTIAL POOR HEALTH OUTCOMES FOR RESIDENTS OF THE CITY. ...
Forwarded from Market News Feed
TREASURY 10-YEAR YIELD REACHES HIGHEST LEVEL SINCE 2007 - BBG BLOOMBERG.COM/NEWS/ARTICLES/...
Takeda announces voluntary withdrawal of lung cancer therapy

Oct 2 (Reuters) - Japan's Takeda Pharmaceutical said on Monday it will voluntarily withdraw its lung cancer therapy from the United States, where it had received an accelerated approval in 2021, after it failed to meet the main goal in a late-stage study.

U.S.-listed shares of the company fell about 6% to $14.39 in extended trading as the failed study meant the therapy did not fulfill the confirmatory data requirements of the U.S. Food and Drug Administration's accelerated approval nor the conditional marketing approvals granted in other countries.

In July, Takeda had said the study had been halted due to futility as it was unlikely to meet its goal. It also withdrew its application for marketing authorization in the European Union in 2022.

#JP_4502
BRIEF-Avangrid Says Filing Of Agreements To Terminate Power Purchase Agreements For Park City Wind Offshore Project

Oct 2 (Reuters) - Avangrid Inc

* FILING OF AGREEMENTS TO TERMINATE POWER PURCHASE AGREEMENTS FOR PARK CITY WIND OFFSHORE PROJECT
804MW 규모, 2027년 가동 예정(이었던 것)
Nutrien says its ammonia was released in Illinois collision

By Tanay Dhumal Oct 2 (Reuters) - Canadian potash maker Nutrien said on Monday a vehicle tied to a third party was involved in a fatal accident in southern Illinois last week, which caused the release of anhydrous ammonia.

The company in an emailed statement to Reuters said the vehicle was operated by Prairieland Transport and was en route to its Warrensburg, Illinois location from its Lima Nitrogen facility, when the crash occurred.

Five people were dead and five were seriously hurt in the collision on Friday. The truck was carrying about 7,500 gallons of anhydrous ammonia when it crashed.

#NTR
Forwarded from 하나 중국/신흥국 전략 김경환 (경환 김)
•LME구리 8,000$ 하회, 5월 이후 최저
충격적이네요
- 데이터센터 전기사용예정통지 단계부터 토지나 건축물 소유자 동의 여부를 확인하는 절차를 만든다.
- 실수요 목적이 아닌 사업자의 전기사용예정통지를 제한하고
- 장기간 공급용량을 선점한 데이터센터 고객의 전기사용신청은 반려한다.
*전기, 용수, 통신네트워크설비를 갖추고 있으면서 지역적 특성 고려시 데이터센터 구축이 용이한 지역을 ‘데이터센터 설립 권장지구’로 지정할 것

https://www.electimes.com/news/articleView.html?idxno=326686
VC DEALS
Health Data Analytics Institute has raised a $31 million Series C. The company's predictive analytics platform helps clinicians quantify health risks and plan patient care.

AI Clearing, the developer of a construction progress tracking and quality control platform, has raised a $14 million Series A led by Prudence.

Autonomous farm equipment startup Bonsai Robotics has raised a $13.5 million seed round led by Acre Venture Partners.

Cultivate Power, a distributed solar and storage project developer, has raised $10 million from Generate Capital.

Biopharmaceutical specialist Mogrify has raised an additional $10 million for its Series A, bringing the round's total to $46 million. The extension was led by Astellas Venture Management and Parkwalk Advisors.

Finland's MeetingPackage, which offers venue booking software, has raised a €4.6 million Series A led by Scale Capital.

PE DEALS
Bain Capital will invest at least $200 million in Vietnamese retail platform Masan Group.

Stanley Capital has staked German AI consultancy company Roboyo, joining existing PE investor MML.

Blackstone-backed Bourne Leisure has purchased two hotels from sovereign wealth fund Abu Dhabi Investment Authority to add to its Warner Leisure Hotels brand, The Times reported.

EXIT & IPOS
Vuori, an athletic apparel and equipment company, is planning for a 2024 IPO, Bloomberg reported.

Global Infrastructure Partners has agreed to sell a 50% stake in Italo to Mediterranean Shipping Company. The deal gives the Italian high-speed rail operator an enterprise value of at least €4 billion, according to reports.

Bridgepoint is considering selling Humanetics Group, which provides simulation software and crash-test materials to automakers, Reuters reported. The company could be valued at around $1.5 billion.

Bain Capital and Cinven are weighing a potential exit for Stada Arzneimittel, a German drug manufacturer that could be valued at or above €10 billion in a sale or IPO, Bloomberg reported.

Cinven is considering exiting its majority stake in Viridium, a German life insurance company, Reuters reported.

FUNDRAISING
Bain Capital has closed its latest European fund on €6.35 billion, exceeding its target of €5 billion, Private Equity News reported.

Middle-market PE firm Kelso & Company has closed Kelso Investment Associates XI on $3.25 billion, of which $400 million was committed by the firm's partners and employees.

Global manufacturer Mars and Digitalis Ventures have launched their Companion Fund II. The $300 million venture fund will invest in pet care companies.

Van Lanschot Kempen has launched its third private equity fund, which focuses on small and medium-sized businesses in North America.

Debiopharm Innovation Fund has launched a new seed funding initiative, targeting investment in pharmaceutical R&D and cancer care digital innovation.