🚨Hong Kong court orders liquidation of China property giant Evergrande.

Drop 897

Track inside sales/divestitures.
They know.
Watch the sell-off/liquidity events.
Q

Watch the Water.

📈 $C Citigroup's Q1 Earnings Report: $21.1B Revenue, EPS $1.58! $BLK $WFC $JPM

👉 Financial Performance:

➡️ Revenue: $21.1 billion, a decrease of 2% year over year, adjusting for divestitures shows a rise of 3%.

➡️ Diluted EPS: Decreased from $2.19 to $1.58, reflecting higher

$SAVE Nothing has changed for me the past few days, still think this gets done over $20+ with some more divestitures ordered by Judge Young. It may even get done at the full $29.80 price despite market hesitance to believe in that possibility.

Interesting-

Scott Ross & Hill Path are absolutely chomping at the bit to do a deal.

Buy up any forced park divestitures in FUN/SIX deal?

Make a bid for SIX?

Offer for the whole FUN/SIX combo?

…or sell to a middle eastern sovereign wealth fund.

TRUMP – POTUS has used “liquid” several times now. “liquid” isolates this March 8th 6 year delta. Does seem to be happening now.
Donald J. Trump TS <> ST
Track inside sales/divestitures.
They know.
Watch the sell-off/LIQUIDity events.
Q

897
Q

Grabbed a little $HR. I've got it at a 7.8 cap&$280/ft. Big discount to repl cost ($400++/ft). Stripping out non #MOB 2023 divestitures were done @$345/ft & 6.8 cap. Seems like divestitures weren't their best stuff.
$WELL $DOC $PEAK $VTR #REITs $VNQ #medicaloffice

Saw some of the fellas talking about Linde and figured I'd take a peak

$12B of divestitures helps cash/cash returns!

SO +63% '19 vs. '18, down 10% in the four years since

FCFPS +2.2x L5Y

Trades for 26.8x NTM P/E, 30.0x NTM FCF basically at five year average multiples

$LIN

$SAIC Earnings:

- Q4 FY24 revenues of $1.74 billion, 7.7% organic growth; FY24 revenues of $7.44 billion, 7.4% organic growth; organic growth reflects impacts of divestitures and additional five working days in the prior year
- Q4 FY24 net income of $39 million, adjusted EBITDA

$LLY Guidance:

'Starting at the top line, revenue is expected to be between $40.4 billion and $41.6 billion. Using the midpoint of the 2024 range, this represents roughly 20% growth or 29% growth for our core business, which excludes the impact of divestitures that took place in

Colgate: Dividend King, very high ROIC, durable business, but very low growth. I'm sure there's more to it than just the numbers (M&A, divestitures, etc) but $CL highlights the importance that growth has in combination with ROIC.

These #'s get you a 4.5% RoR the last decade.

$LHX L3Harris Technologies Earnings Call Key Highlights:

Strategic Progress and Market Position:Enhanced alignment with national security priorities via acquisitions and divestitures.
Strong focus on critical technologies like responsive space, resilient communications, and

🦄 🔫

Another unicorn casualty

87% valuation haircut
Worth <40% of total capital raised

In perhaps better news for discerning buyers, there might be some divestitures in the future which I'll cover below

So first, who am I talking about?

India-based online pharmacy PharmEasy

Enter the world of corporate restructuring with 'Spin-offs and Divestitures: Strategies for Maximizing Shareholder Wealth.'

Understand the key advantages, challenges, & financial impacts of these business moves.

Check it out now! #divestitures #mergers

buff.ly/4ajf97g

Was taking a high-level look at DuPont to see how their different business segments compare. Not a ton of growth overall, the water segment looks the best, but there has been a lot of noise from divestitures, spin-offs, etc. Numbers should be taken with a grain of salt. $DD

Sony and Apollo's plan for their $26 billion buyout of Paramount: Break it all up, including spin-offs/divestitures for CBS, MTV, Paramount Plus, and Paramount Pictures - nyti.ms/3ya40Yy

Streamline M&A and divestitures with the #Zscaler cloud-native enterprise solution. It provides direct app access, eliminates the need for #VPNs and integrations, and boosts user productivity. Schedule a demo👉 spklr.io/6010oI1I

CEOs are focusing on targeted acquisitions and broad asset divestitures to position their firms for long-term success.

Find out more in our latest survey ⬇️
go.ey.com/44YnD28

Divestitures can be a central part of value-creation strategy, yet in our recent #divestiture survey, only 14% of the surveyed companies have such a #strategy in place.

Learn more about the psychological factors that may be holding management back: pwc.to/TLA-Divestiture

M&A thought leadership wins prices. drkarlpopp.com/thoughtleaders… #mergers #strategy #mergers acquisitionsdivestitures #divestitures M&A thought leadership wins prices. drkarlpopp.com/thoughtleaders… #mergers #strategy #mergers acquisitionsdivestitures #divestitures amzn.to/482TnTU

Want to learn about patent mega-verdicts, divestitures and top five things to do in Chicago? Meet Director and patent expert Chris Freeman, who discusses it all below.

#legalfinance #litigationfunding #BurfordCapital
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