글로벌 인사이트: Standard Capital
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Think Big, Invest Globally

Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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* 해당 뉴스 이후 순식간에 위안화 환율이 튀어올랐습니다. 코멘트 작성하는 동안 살짝 내려왔네요

>> 중국은 트럼프 1기때도 급격한 위안화 절하로 결국 환율조작국에 포함된 경험이 있습니다. 지금 가동시키고자하는 재정+통화 정책 패키지와도 어색한 조합입니다. 위안화 가치 방어가 더 중요한 상황으로 생각합니다

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~ China's top leaders and policymakers are considering allowing the yuan to weaken in 2025 as they brace for higher trade tariffs in a second Donald Trump presidency in the United States

https://www.reuters.com/markets/currencies/chinese-authorities-are-considering-weaker-yuan-trump-trade-risks-loom-sources-2024-12-11/
VC Deals
Mumbai-based Mintifi, which offers a platform for supply chain financing, raised a $180 million Series E led by Teachers' Venture Growth, an arm of the Ontario Teachers' Pension Plan.

Speak, a startup developing a language learning platform, secured a $78 million Series C led by Accel that values the company at $1 billion.

Cybersecurity startup Astrix Security raised a $45 million Series B led by Menlo Ventures.

Aqemia, a Paris-based drug discovery startup, raised $38 million in a round led by Cathay Innovation.

Tel Aviv-based Riverside, which offers a podcast recording platform, secured a $30 million Series C led by Zeev Ventures.

WeaveGrid, which specializes in integrating electric vehicle adoption, raised a $28 million round led by Woven Capital.

Next Sense, an Amsterdam-based smart-building specialist, completed an €1.5 million Series A led by ABP and ETF Partners.

PE Deals
Walgreens is in talks with Sycamore Partners for a take-private deal that could value the drugstore chain at nearly $8 billion, The Wall Street Journal reported.

Topcon is considering takeover bids from KKR, EQT and Japan Investment, with a second bidding round expected by the end of December, Bloomberg reported.

Bakery chain Gail's, based in the UK, is in talks to be acquired by McWin Capital Partners, Bloomberg reported.

Ardian acquired Atout-Box, a French self-storage provider.

Star Capital acquired Subsea Technology & Rentals, a Texas-based subsea sensor equipment provider.

Invalda plans to buy shares in Romania's Pehart Group, a paper products producer.

Lee Equity agreed to acquire Cooper Parry from Waterland Private Equity.

Exits
TeamViewer acquired New York-based DEX solutions provider 1E from The Carlyle Group for $720 million.

Portugal-based bank Novo Banco has begun exploring opportunities for an IPO.

ServiceTitan, a California-based software startup, is seeking a $5.95 billion valuation in its IPO.

WPAI, a startup that develops AI integration solutions for WordPress, has been acquired by VC-backed Automattic.

Fundraising
Apollo Global Management is preparing to launch its 11th PE fund targeted at $25 billion, Bloomberg reported. The fund would be Apollo's largest PE fund to date.

Munich Private Equity Partners closed its fifth fund-of-funds program, MPEP V, with €440 million, surpassing its target of €300 million.

Laude Ventures, a new VC firm owned by Andy Konwinski, Pete Sonsini and Andrew Krioukov, raised $150 million for its first fund, Forbes reported.

Investors
Pacific Avenue Capital Partners opened a European office in Paris led by Xavier Lambert as managing director.

Corporate M&A
President Joe Biden will block the $14.1 billion acquisition of US Steel by Nippon Steel, Bloomberg reported.

A US judge blocked the $24.6 billion deal for Kroger to acquire Albertsons.
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Forwarded from 投資, 아레테
#효성티앤씨 #효성중공업 #효성화학
효성티앤씨가 효성화학 특수가스사업부를 인수합니다
효성중공업 아님
People
David Bonderman, the co-founder of alternative asset manager TPG, which has about $239 billion assets under management, died at age 82.

VC Deals
Noema Pharma, a Swiss biotech startup, raised a 130 million Swiss franc (around $147 million) Series B from investors including EQT Life Sciences, Forbion and Jeito Capital.

Angitia Biopharmaceuticals, which develops treatments for bone and muscle diseases, raised a $120 million Series C led by Bain Capital Life Sciences.

Connecticut-based Veradermics, which develops drugs to treat skin and hair conditions, raised a $75 million Series B led by Suvretta Capital Management.

Sports safety and insurance specialist Players Health, based in Minneapolis, raised a $60 Million Series C Led by Bluestone Equity Partners.

Montreal-based Flare, a startup developing a cyber threat intelligence platform, raised a $30 million Series B led by Base10 Partners.

Mynt, a Stockholm-based corporate credit card and spend management startup, secured €22 million in a Series B led by Vor Capital.

Albert Invent, which develops an AI platform for use in chemical research, raised a $22.5 million Series A led by Coatue.

Biomemory, a Paris-based biodigital data storage provider, raised an $18 million Series A led by Crédit Mutuel Innovation, Bpifrance and Blast Club.

SpotmyEnergy, a German smart meter startup, raised a €10.5 million seed investment led by Norrsken VC.

PE Deals
Bain Capital launched a $4.3 billion counterbid for software company Fuji Soft after KKR offered $4.1 billion last month.

Nasdaq-listed dental products distributor Patterson has been acquired by Patient Square Capital in a $2.8 billion deal.

FIGS, a NYSE-listed healthcare apparel company, is in talks to be taken private by Story3 Capital Partners in a deal that could value the company over $1 billion, The Wall Street Journal reported.

Bosch is considering a sale of its security systems assets to Triton Partners in a deal that could value the operations at around €700 million, Bloomberg reported.

Blackstone is in talks to back out of its joint bid with TPG to acquire eye care products company Bausch + Lomb, The Financial Times reported.

Workplace supply and uniform company Vestis may delist from the NYSE, with PE firms including Advent International and Apollo Global Management interested in a take-private, Reuters reported.

Klaxoon, a Eurazeo-backed French B2B startup that develops visual collaboration software, was acquired by San Diego-based Wrike, which is backed by STG Partners.

Insight Partners-backed Echo AI, which uses generative AI in a customer conversation platform, was acquired by Thoma Bravo-backed customer interaction analytics specialist Calabrio.

Main Capital acquired a majority stake in TMA, a Netherlands-based talent management company.

Exits
VC-backed Elios Vision, a company that develops a minimally invasive glaucoma procedure, has been acquired by Bausch + Lomb.

DeA Capital sold its 30% stake in OMB Saleri, a sustainable mobility components producer.

Fundraising
Energy Capital Partners will launch its sixth fund in January 2025 targeted at $5 billion in capital commitments, Infrastructure Investor reported.

UAE-based Iliad Partners has launched a $50 million MENA-focused fund targeting early-stage B2B software startups.

Investors
Hamilton Lane is looking to offer tokenized versions of its funds via the Allfunds Blockchain platform.
1
쇼츠 보다가... 일본에서 은퇴할 나이인데도 후계자 못 찾는 기업들 M&A 매칭해주는 기업 주가가 급등했던 적이 있는데, 미국도 요즘 학벌 좋은 청년들이 지루하고 오래된 산업의 기업 인수하는게 대세라고

이미 자리잡은 기업을 인수하는 방식이다보니 스타트업 대비 자금 조달이 용이한 반면 생산성을 향상시킬 여지는 많고 오래 갈 수 있는게 장점으로 보임

https://youtube.com/shorts/r-K_DtSId0Y
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Forwarded from Market News Feed
ONTARIO PREMIER DOUG FORD THREATENS TO CUT OFF ENERGY EXPORTS TO THE US IF TRUMP IMPOSES TARIFFS.

OH NO, WHERE WILL TWO DATA CENTERS GET THEIR POWER FROM? ...
•브라질 중앙은행 기준금리 100bp 인상

•향후 두차례 회의에서 같은폭 인상 예고

>巴西央行加息100个基点,预告未来两次会议将同等加息幅度 : 巴西央行上调基准贷款利率100个基点,至12.25%。决议声明称,预计未来两次会议将采用相同的加息幅度。未来的利率决定将受CPI目标的引导。央行将在实现目标方面坚守承诺。央行将关注CPI和CPI预期等。最新货币政策决定获得一致通过。
중앙은행이 아무리 버텨도 룰라도 버티니

일단 시장은 후자의 힘이 더 강할거로 보는 듯
JBS 같은 회사가 고환율 수혜 기업이었음

원재료단에 해당하는 곡물은 대부분 내수시장에서 조달이 가능하기 때문에 원가 면에서는 비교적 환에 자유롭고, 수출 면에서는 환에 연동됨

최근 어닝콜에서는 브라질 작황도 좋았고 육류도 공급 수요 균형 맞는 시장 상황이라고 언급
해볼테면 해봐라는 수준이긴 함

50 BRL = 12,000 KRW
결제일 T+5, 인출은 T+8
Forwarded from Market News Feed
NATURAL GAS PRICES CLIMB AFTER SURPRISINGLY STRONG US INVENTORY DRAW ...
VC Deals
Crusoe, a San Francisco-based AI infrastructure provider, raised a $600 million Series D led by Founders Fund that values the company at $2.8 billion.

Ayar Labs, which develops interconnect technology for AI systems, raised a $155 million Series D led by Advent Global Opportunities and Light Street Capital. The round values the company at over $1 billion.

Upvest, a Berlin-based investment infrastructure provider, secured a €100 million Series C led by Hedosophia.

Telecommunications company Gigs, which helps businesses operate their own mobile networks, raised a $73 million Series B led by Ribbit Capital, Axios reported.

Anybotics, a Zurich-based AI robotics startup, raised $60 million in a round led by Qualcomm Ventures and Supernova Invest.

Terradot, a carbon removal startup that specializes in enhanced rock weathering, secured a $58.2 million round led by John Doerr of Kleiner Perkins, Axios reported.

Evinced, a startup building developer tools that integrate accessibility metrics, raised a $55 million Series C led by Insight Partners, TechCrunch reported.

Battery technology startup Nanoramic raised a $44 million round led by GM Ventures and Catalus Capital.

Aisti, a Finnish maker of wood fiber-based acoustic tiles, secured a €29 million Series A from investors including Voima Ventures, Maki.vc and Valve Ventures.

PE Deals
Main Capital acquired a stake in Procilon Group, a Germany-based digital signature software provider.

Canada Pension Plan Investment Board, Masdar and the Abu Dhabi Investment Authority have offered to take India-based ReNew Energy Global private in a deal that could value energy supplier at $2.82 billion, Reuters reported.

Sweden-based Odevo, a property management company, will raise $1.4 billion in a private credit deal from Ares Management and Blackstone, Bloomberg reported.

AlpInvest and Sixth Street are supporting Essential Pharma in a €900 million recapitalization, with Sixth Street contributing €300 million in structured equity and growth debt.

The Riverside Company acquired CRTM, a German distributor of cleanroom products for the medical and optics industries.

Bain Capital invested $157 million in the Indonesian private healthcare company Mayapada Healthcare Group.

Warburg Pincus acquired a 20% minority stake in United Trust Bank, valuing the UK lender at £520 million.

Bain Capital is in advanced talks to acquire Australian financial services firm Insignia Financial for $2 billion.

Exits
Singapore's Temasek Holdings agreed to sell a stake in Malaysian network provider U Mobile at a $1.7 billion valuation.

Bic acquired Tangle Teezer, a UK-based hair care company, from PE firm Mayfair Equity Partners. Mayfair is exiting the business for a value of approximately €200 million.

Fundraising
The Carlyle Group raised $5.7 billion for its third Carlyle Credit Opportunities Fund.

Topology Ventures launched and raised a $75 million first fund. The firm focuses on AI, decentralized systems and neurotech.
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Forwarded from Narrative Wars
(단순 소문 차원이며 확인되지 않은) 美 뉴저지 미확인 물체 지난달부터 계속 식별되며 아직 정체가 밝혀지지 않음

- 소식은 알고 있었으나 여전히 문제가 이어지고 있어져 공유
- 밤마다 나타나며 문제는 아무도 정체를 몰라 밝히는 중
- AP통신은 미스터리 드론 무리가 무선 통신과 같은 전통적인 방법으로 감지되지 않은 당국 보고서가 공개되었다고 언급

1. [영상 1] Fox News
제프 밴 드루 하원의원: 뉴저지 상공의 이 드론은 이란에서 온 것입니다. 이란은 아마 한 달 전쯤, 이 드론을 포함한 mothership을 발사했습니다. 그 모선은 미국 동부 해안에 위치하고 있습니다. 그들은 드론을 발사했습니다.
2. [영상 2] 자유의 여신상 지나가는 드론
3. [영상 3] 총도 쏜다는 제보가 있음

해프닝? 뉴저지 주지사는 안전을 위협하지 않는다고 강조했고 국방부 대변인은 미군 드론도 아니고 외국기관의 드론도 아니라고 결론 지음 & FBI 조사 중

#NEWS