There are currently seven major global break-ups planned before the end of 2019, following a quiet summer (most recent Spin was in June). Get ahead of the curve on these situations and the further 20 Spinoffs in the first half of 2020 with the updated September Global Spinoff Calendars enclosed. In both PDF and Excel format and including active links to filings and our own alerts and analysis, the calendars are the most comprehensive option for sourcing upcoming break-ups.
19 Sep 2019
Earnings season is always a safe bet in anticipating new Spinoff announcements as companies report their value creation initiatives to their shareholders, and this summer is no exception. In July into August, we've seen six major Spinoff announcements (greater than $1bn market cap), primarily in the industrial, healthcare and consumer sectors. Of note, the next break-up to come through on the calendar is one of the new entries in the US - take a look inside for more details.
19 Aug 2019
The remainder of 2019 will see the completion of roughly 42% of the Upcoming Global Spinoffs calendar (seven in the US, two in Europe and five across the globe for a total of 14 Spins), meaning 2H 2019 will be packed with break-ups. Each entry includes our key points and links to our most recent articles to give you a leg up on examining these pending situations, making the enclosed calendars your one-stop-shop for intelligence on all global separations.
24 Jul 2019
With over 30 names on the Global Spinoff Calendars (20 of which in the United States), the quiet period over the summer is the best time to look ahead into late Q3 and Q4 for compelling ideas. We expect Madison Square Garden Co. (MSG) to finalize their plan in the coming months for an October Spin, and several companies have guided already for their own break-ups to be completed in the last days of September. Click in for more details on these and other names on the calendars.
27 Jun 2019
For those who missed the recent release of the Global May 2019 Spinoff Calendars, please see the attached PDFs and Excel for the upcoming situations. Of the 28 Spins currently scheduled, over half of them are expected to be completed this year (8 in the US, 4 in Europe, and all 4 Global names), so start the work on these names early and get ahead of the curve. Note the calendars in this release do not differ from those published on June 1.
04 Jun 2019
After a busy Spring full of break-ups, there's only a short breather before the next wave of Spinoffs picks up. Start the work on these names early and capture extra alpha in the run-up to the separations. New additions of note include Siemens AG (SIE GY), Archer Daniels Midland (ADM), and Graincorp Ltd (GNC AU), while several more in the US are scheduled for Q3 2019 and warrant a closer look. Click inside to read more on these and other Spinoffs in 2019 and beyond.
31 May 2019