This month, we have taken a view on a few different activism stories currently in play (like Bed Bath & Beyond (BBBY)) and segment sales aimed at narrowing core focus and simplifying operations (such as Kraft Heinz (KHC) and Ascena Retail Group (ASNA)). Continue to watch this monthly release for more catalyst situations, and if any of these names hit home and you'd like further work done, let us know and we can perform a bespoke deep dive.
09 May 2019
After the start-of-Q2 flurry of Spinoffs (3, 4 and 1 break-ups in the US, Europe and globally, respectively), we're looking at the next couple months into summer equally packed with separations. Before September ends, there are 10 scheduled Spinoffs, and several of them are worth getting ahead of the curve and starting the work early. Take a look inside the April 2019 calendars for more details.
26 Apr 2019
Names that show positive insider activity indicators of movement include AFL, EHTH, UVE, BOKF, DFS, LBC, NYCB, and others. Look for ideas like these in our analysis. This month, we’re looking at Financials companies and their buying trends.
08 Apr 2019
Of the thirty names currently on the Spinoff calendar, six are prepared for separation in the next two weeks. On top of those with dates, another six are expected to be completed within Q2 2019 - and this is across the US and Europe. We'll deliver you the angles on these break-ups based on your specific criteria, ensuring you never miss these opportunities for extra alpha. Click into the calendars to read more, and use the associated links on each entry for their specific analysis.
26 Mar 2019
This is the first step toward crafting bespoke research, and is an opportunity to have your core objections to any covered situation addressed within the final research produced. NOTE: These are not recommendations on which to take action, but are intended as previews of upcoming or ongoing situations that we believe hold potential value.
06 Mar 2019
This redesigned ESR Event Preview and Spinoff Calendar is intended to provide you with further details on all upcoming Spinoffs, including up-to-date links to our alerts and research, latest company filings, announced or expected dates, and summaries of our Edge View.
26 Feb 2019