Actelion Takeover Play

Peter Hildebrandt, fundmanager

Ombejlede Schweiziske biotek gigant, Actelion, bliver årets første spekulative play. Både Sanofi og Johnson&Johnson har belejret selskabet i november og december måned med overtagelsesrygter i omegnen af 28-30 milliarder dollars. Før jul nåede Johnson både at annoncere at de forlod forhandlingerne for blot få uger senere at sige at de nu vendte tilbage til forhandlingsbordet under eksklusive vilkår. Dermed ser …

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Shipping

The shipping industry has its work cut out going forward in 2017 as the International Monetary Fund (IMF) forecast the lowest level of global GDP growth since 2009. 2017 will see another year of die-hard competition, which now includes tankers. In 2016, the container shipping industry bit the bullet in terms of demolition and consolidation to help the market to …

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