빠이쁘간 합종연횡 트렌드가 강해지고 있습니다
Energy Transfer to Buy Permian Operator WTG for $3.3 Billion
https://www.bloomberg.com/news/articles/2024-05-28/energy-transfer-to-buy-wtg-midstream-in-3-25-billion-deal
Energy Transfer to Buy Permian Operator WTG for $3.3 Billion
https://www.bloomberg.com/news/articles/2024-05-28/energy-transfer-to-buy-wtg-midstream-in-3-25-billion-deal
Bloomberg.com
Energy Transfer to Buy Permian Operator WTG for $3.3 Billion
Energy Transfer LP agreed to buy WTG Midstream in a $3.25 billion deal that will expand the US pipeline giant’s already sprawling network in the Permian Basin.
진짜 좋은 약이면 비싸게 사가기도 하고요
J&J Acquires Experimental Eczema Drug in $1.25 Billion Cash Deal
https://www.bloomberg.com/news/articles/2024-05-28/j-j-acquires-experimental-eczema-drug-in-1-25-billion-cash-deal
J&J Acquires Experimental Eczema Drug in $1.25 Billion Cash Deal
https://www.bloomberg.com/news/articles/2024-05-28/j-j-acquires-experimental-eczema-drug-in-1-25-billion-cash-deal
Bloomberg.com
J&J Acquires Experimental Eczema Drug in $1.25 Billion Cash Deal
Johnson & Johnson agreed to pay $1.25 billion for the rights to an experimental eczema treatment, the latest big pharma deal for a new type of drug that hits two biological targets at the same time.
'보도자료 자동생성' 스타씨드, 프리시드 투자 유치
* 기자들 일이 편해질까 vs 기자는 없어집니다(?)
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405221602352080105329&lcode=00
* 기자들 일이 편해질까 vs 기자는 없어집니다(?)
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405221602352080105329&lcode=00
더벨뉴스
'보도자료 자동생성' 스타씨드, 프리시드 투자 유치
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
한투파, 일론머스크 'xAI' 1000만달러 베팅
* 이 돈으로 엔비디아 칩 사는거라고...?
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405240813314080108985&lcode=00&page=1&svccode=00
* 이 돈으로 엔비디아 칩 사는거라고...?
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405240813314080108985&lcode=00&page=1&svccode=00
더벨뉴스
한투파, 일론머스크 'xAI' 1000만달러 베팅
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
우태희호 효성중공업, 신사업 조직 신설·임원 영입
- 우 대표는 엘리트 관료 출신으로 산업통상자원부 통상교섭실장, 통상차관보, 2차관을 역임했다. 효성중공업에 합류하기 전에는 대한상공회의소 상근부회장을 맡았다.
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405271536040800103970&lcode=00&page=6&svccode=00
- 우 대표는 엘리트 관료 출신으로 산업통상자원부 통상교섭실장, 통상차관보, 2차관을 역임했다. 효성중공업에 합류하기 전에는 대한상공회의소 상근부회장을 맡았다.
효성중공업이 신사업 전담 조직을 신설한 건 이번이 처음이다. 신설 조직은 수소 관련이 아닌 미래에너지 시스템 분야와 관련한 사업을 추진할 것으로 전망된다.
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405271536040800103970&lcode=00&page=6&svccode=00
더벨뉴스
우태희호 효성중공업, 신사업 조직 신설·임원 영입
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
(지난뉴스)
삼성전자, 레녹스와 손잡고 북미 공조 시장 공략 나선다
- 레녹스 유통망을 활용해 판매 경로 확대, 레녹스와 삼성전자 제품 함께 판매한다는 전략
* 레녹스 인터내셔널(NII: NYSE)는 HVAC 제조사. JCI 냉방부문 인수로 북미 생산능력은 충분하겠다는 판단으로 보임.
**북미 하우징 마켓 변곡점? 스털링 인프라스트럭쳐(STRL:NASDAQ)는 텍사스 기반 토목 사업자로 호실적 시현, 레녹스 또한 주요 전방이 텍사스.
=> 데이터센터 외에도 텍사스 건설 섹터 전반 훈풍?
(https://www.har.com/blog_124083_2024-texas-housing-market-predictions)
https://n.news.naver.com/mnews/article/005/0001699466
삼성전자, 레녹스와 손잡고 북미 공조 시장 공략 나선다
- 레녹스 유통망을 활용해 판매 경로 확대, 레녹스와 삼성전자 제품 함께 판매한다는 전략
* 레녹스 인터내셔널(NII: NYSE)는 HVAC 제조사. JCI 냉방부문 인수로 북미 생산능력은 충분하겠다는 판단으로 보임.
**북미 하우징 마켓 변곡점? 스털링 인프라스트럭쳐(STRL:NASDAQ)는 텍사스 기반 토목 사업자로 호실적 시현, 레녹스 또한 주요 전방이 텍사스.
=> 데이터센터 외에도 텍사스 건설 섹터 전반 훈풍?
(https://www.har.com/blog_124083_2024-texas-housing-market-predictions)
https://n.news.naver.com/mnews/article/005/0001699466
Har
2024 Texas Housing Market Predictions - HAR.com
[단독] 신세계가 포기한 K위스키, 하이트진로가 만든다.
- 위치는 강원도 홍천 맥주 공장내
* 신세계는 돈이 없어서 못한것일뿐, 시장 자체는 좋다고 보는 결론이겠죠?
https://n.news.naver.com/article/293/0000054926?sid=101
- 위치는 강원도 홍천 맥주 공장내
* 신세계는 돈이 없어서 못한것일뿐, 시장 자체는 좋다고 보는 결론이겠죠?
https://n.news.naver.com/article/293/0000054926?sid=101
Naver
[단독] 신세계가 포기한 K위스키, 하이트진로가 만든다.
종합주류업체 하이트진로가 자체 위스키 제조 사업에 진출한다. 하이트진로는 앞서 'K위스키' 시장 진출을 선언하고 제주 서귀포시에 위스키 증류소 연내 착공을 계획 중인 롯데칠성음료와 위스키 시장에서도 경쟁 구도를 형성
Forwarded from Market News Feed
BREAKING: 🇮🇳 DELHI REPORTS RECORD HIGH TEMPERATURE OF 49.9 DEGREES CELSIUS ...
배수진
한국 시간으로 내일 오전 1시까지
Anglo Won’t Extend BHP Deadline, Threatening End to Takeover Bid
The decision marks a dramatic climax to the five-week battle between two of mining’s biggest names, just hours before a 5 p.m. deadline for BHP to commit to an offer or walk away for six months.
https://www.bloomberg.com/news/articles/2024-05-29/anglo-won-t-extend-bhp-deadline-threatening-end-to-takeover-bid
한국 시간으로 내일 오전 1시까지
Anglo Won’t Extend BHP Deadline, Threatening End to Takeover Bid
The decision marks a dramatic climax to the five-week battle between two of mining’s biggest names, just hours before a 5 p.m. deadline for BHP to commit to an offer or walk away for six months.
https://www.bloomberg.com/news/articles/2024-05-29/anglo-won-t-extend-bhp-deadline-threatening-end-to-takeover-bid
Bloomberg.com
Anglo Won’t Extend BHP Deadline, Signaling End to Mega Bid
Anglo American Plc said it won’t give BHP Group any further time to commit to a takeover offer, threatening to end a $49 billion pursuit by the world’s biggest mining company.
ConocoPhillips to Acquire Marathon Oil in $22.5 Billion Deal
https://www.bloomberg.com/news/articles/2024-05-29/conocophillips-to-acquire-marathon-oil-in-22-5-billion-deal
https://www.bloomberg.com/news/articles/2024-05-29/conocophillips-to-acquire-marathon-oil-in-22-5-billion-deal
ConocoPhillips to buy Marathon Oil in $17.1 billion all-stock deal that bolsters shale assets
https://www.cnbc.com/2024/05/29/conocophillips-to-buy-marathon-oil-in-17point1-billion-all-stock-deal-that-bolsters-shale-assets.html?__source=androidappshare
https://www.cnbc.com/2024/05/29/conocophillips-to-buy-marathon-oil-in-17point1-billion-all-stock-deal-that-bolsters-shale-assets.html?__source=androidappshare
CNBC
ConocoPhillips to buy Marathon Oil in $17.1 billion all-stock deal that bolsters shale assets
This is breaking news. Please check back for updates.
엄대떡
Labour was 27 points ahead of the Tories in the survey by YouGov, which was commissioned by Sky News and conducted from May 27 to May 28. The poll, with a sample size of 2,128 adults, found 47% of voters backing Labour, compared with 44% three days earlier. Tory support fell two percentage points to 20%.
Labour Poll Lead Grows Even After Tory Policy Blitz, YouGov Says
https://www.bloomberg.com/news/articles/2024-05-29/labour-poll-lead-grows-even-after-tory-policy-blitz-yougov-says
Labour was 27 points ahead of the Tories in the survey by YouGov, which was commissioned by Sky News and conducted from May 27 to May 28. The poll, with a sample size of 2,128 adults, found 47% of voters backing Labour, compared with 44% three days earlier. Tory support fell two percentage points to 20%.
Labour Poll Lead Grows Even After Tory Policy Blitz, YouGov Says
https://www.bloomberg.com/news/articles/2024-05-29/labour-poll-lead-grows-even-after-tory-policy-blitz-yougov-says
Bloomberg.com
Labour Poll Lead Grows Even After Tory Policy Blitz, YouGov Says
Keir Starmer’s opposition Labour Party extended its poll lead over the Conservatives even as Rishi Sunak’s party unveiled a series of pledges intended to build momentum early in UK election campaigning, YouGov said.
VC DEALS
German defense-tech startup Helsing is in talks to raise at least $400 million for its Series C, which would value the company at around $4 billion, Forbes reported.
Google is investing $350 million in Indian ecommerce company Flipkart.
Berlin-based climate-tech startup Cloover raised a $114 million seed investment led by Lowercarbon Capital.
Indian construction materials startup Infra.Market raised $50 million from Mars Unicorn Fund.
Transcend, a California-based data privacy and AI governance startup, raised a $40 million Series B led by StepStone Group.
Women's health startup Materna Medical raised a $20 million Series B2 led by InnovaHealth Partners.
Spectrum.Life, a Dublin-based healthtech specialist, secured €17 million in a round led by Act Venture Capital.
PE DEALS
Energy Capital Partners has agreed to buy Nasdaq-listed renewable energy company Atlantica Sustainable Infrastructure for $2.56 billion in cash.
A consortium of KKR and Singapore Telecommunications are competing against Stonepeak to buy a $1 billion minority stake in ST Telemedia Global Data Centers, one of Asia's largest data center providers, Reuters reported.
Lower-middle-market investor The Zabel Companies has bought automotive repair parts supplier SVI International.
Vitruvian Partners has made a strategic growth investment in Aduro Advisors, a fund administrator for VC and PE firms.
Hg agreed to acquire AuditBoard, a risk management specialist, in a transaction valued at over $3 billion.
London-based firm Oakley Capital has invested in ProductLife Group, a European provider of regulatory and compliance services to the global life sciences industry.
Latticework Capital Management has sold urgent care service provider Xpress Wellness to Goldman Sachs Asset Management.
Compass Group Equity Partners sold KGM, a natural gas products provider, to Tinicum, PE Hub reported.
UK PE firm Bridgepoint is acquiring a stake in French intranet platform provider LumApps for $650 million. This provides an exit for existing backers Goldman Sachs Growth Equity, Eurazeo Growth, Bpifrance and IRIS.
PORTFOLIO COMPANIES
Paris-based battery company Verkor secured over €1.3 billion in loans from commercial and public banks to finance a new factory.
EXITS & IPOS
Healthcare payments software company Waystar, backed by firms including EQT, Francisco Partners and Bain Capital, is looking to raise as much as $1.04 billion in an IPO.
Edtech company Alef Education is looking to raise up to 1.89 billion Emirati dirhams (about $515 million) in Abu Dhabi's first IPO of the year.
Sunrise Medical, a German wheelchair-maker backed by Nordic Capital, is looking to raise €240 million via an IPO in Frankfurt.
FUNDRAISING
Energy Capital Partners, an energy infrastructure investor, has raised $4.4 billion for its fifth flagship fund and $2.3 billion for co-investment vehicles, The Wall Street Journal reported.
Growth investor TVM Capital Healthcare has reached a $250 million close on its second Middle East-focused vehicle: Afiyah Fund.
Amplitude Ventures, a Montreal-based firm focused on investing in precision medicine, has raised C$263 million (about $192 million) for its second flagship fund.
New York-based Harlem Capital is raising $150 million for its third flagship fund, according to a regulatory filing.
Amsterdam-based investor Vortex Capital Partners has raised €145 million for its fourth buyout fund targeting small and medium-sized high-growth software and technology companies.
Berlin-based Identity.vc has held a €15 million fist close for its €50 million fund backing LGBTQ+ founders.
CORPORATE M&A
Dutch lender ABN Amro has agreed to buy German private bank Hauck Aufhäuser Lampe from China's Fosun International in a deal worth €672 million. The deal comes as many European banks are looking to bolster their wealth management divisions.
German defense-tech startup Helsing is in talks to raise at least $400 million for its Series C, which would value the company at around $4 billion, Forbes reported.
Google is investing $350 million in Indian ecommerce company Flipkart.
Berlin-based climate-tech startup Cloover raised a $114 million seed investment led by Lowercarbon Capital.
Indian construction materials startup Infra.Market raised $50 million from Mars Unicorn Fund.
Transcend, a California-based data privacy and AI governance startup, raised a $40 million Series B led by StepStone Group.
Women's health startup Materna Medical raised a $20 million Series B2 led by InnovaHealth Partners.
Spectrum.Life, a Dublin-based healthtech specialist, secured €17 million in a round led by Act Venture Capital.
PE DEALS
Energy Capital Partners has agreed to buy Nasdaq-listed renewable energy company Atlantica Sustainable Infrastructure for $2.56 billion in cash.
A consortium of KKR and Singapore Telecommunications are competing against Stonepeak to buy a $1 billion minority stake in ST Telemedia Global Data Centers, one of Asia's largest data center providers, Reuters reported.
Lower-middle-market investor The Zabel Companies has bought automotive repair parts supplier SVI International.
Vitruvian Partners has made a strategic growth investment in Aduro Advisors, a fund administrator for VC and PE firms.
Hg agreed to acquire AuditBoard, a risk management specialist, in a transaction valued at over $3 billion.
London-based firm Oakley Capital has invested in ProductLife Group, a European provider of regulatory and compliance services to the global life sciences industry.
Latticework Capital Management has sold urgent care service provider Xpress Wellness to Goldman Sachs Asset Management.
Compass Group Equity Partners sold KGM, a natural gas products provider, to Tinicum, PE Hub reported.
UK PE firm Bridgepoint is acquiring a stake in French intranet platform provider LumApps for $650 million. This provides an exit for existing backers Goldman Sachs Growth Equity, Eurazeo Growth, Bpifrance and IRIS.
PORTFOLIO COMPANIES
Paris-based battery company Verkor secured over €1.3 billion in loans from commercial and public banks to finance a new factory.
EXITS & IPOS
Healthcare payments software company Waystar, backed by firms including EQT, Francisco Partners and Bain Capital, is looking to raise as much as $1.04 billion in an IPO.
Edtech company Alef Education is looking to raise up to 1.89 billion Emirati dirhams (about $515 million) in Abu Dhabi's first IPO of the year.
Sunrise Medical, a German wheelchair-maker backed by Nordic Capital, is looking to raise €240 million via an IPO in Frankfurt.
FUNDRAISING
Energy Capital Partners, an energy infrastructure investor, has raised $4.4 billion for its fifth flagship fund and $2.3 billion for co-investment vehicles, The Wall Street Journal reported.
Growth investor TVM Capital Healthcare has reached a $250 million close on its second Middle East-focused vehicle: Afiyah Fund.
Amplitude Ventures, a Montreal-based firm focused on investing in precision medicine, has raised C$263 million (about $192 million) for its second flagship fund.
New York-based Harlem Capital is raising $150 million for its third flagship fund, according to a regulatory filing.
Amsterdam-based investor Vortex Capital Partners has raised €145 million for its fourth buyout fund targeting small and medium-sized high-growth software and technology companies.
Berlin-based Identity.vc has held a €15 million fist close for its €50 million fund backing LGBTQ+ founders.
CORPORATE M&A
Dutch lender ABN Amro has agreed to buy German private bank Hauck Aufhäuser Lampe from China's Fosun International in a deal worth €672 million. The deal comes as many European banks are looking to bolster their wealth management divisions.
❤1
EU 국가들이 우크라, 아르메니아 등 분쟁지역 지원 자금 투입을 가로막는 헝가리를 굉장히 불편해하고 있다고
https://www.euractiv.com/section/europe-s-east/news/eu-countries-vent-anger-at-hungarys-blockages-of-ukraine-aid-decisions
https://www.euractiv.com/section/europe-s-east/news/eu-countries-vent-anger-at-hungarys-blockages-of-ukraine-aid-decisions
EURACTIV
EU countries vent anger at Hungary’s blockages of Ukraine aid decisions
EU foreign ministers meeting on Monday (27 May) vented their anger with Hungary's "pattern of behaviour" which increasingly often blocks EU foreign policy decisions and prevents progress on crucial military aid for Ukraine.
한편으로는 NATO 사무총장의 "우크라의 서방 무기를 이용한 러시아 타격 제한 철폐" 주장에도 반발이 큼
대부분의 국가가 줄다리기에 열심인 눈치
https://www.euractiv.com/section/politics/news/italy-opposes-stoltenberg-on-using-western-weapons-against-targets-in-russia
대부분의 국가가 줄다리기에 열심인 눈치
https://www.euractiv.com/section/politics/news/italy-opposes-stoltenberg-on-using-western-weapons-against-targets-in-russia
EURACTIV
Italy opposes Stoltenberg on using Western weapons against targets in Russia
The Italian government has objected to NATO Secretary General Jens Stoltenberg’s call for allies to lift restrictions on using Western-supplied weapons against targets in Russia.