Friday, April 28, 2017

Breakingviews TV: Buoyant boutiques

With Lazard joining Evercore and Moelis in reporting strong earnings, Antony Currie and Tom Buerkle discuss how smaller investment banks are cleaning up on the rise in M&A activity.

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Thursday, April 27, 2017

Tech hype drives Didi Chuxing to $50 bln valuation

Enthusiasm for tech funds has China's top ride-hailing app pegged for a $50 billion valuation, on the back of a new round of fund-raising. Reuters Breakingviews Robyn Mak explains that it's less clear what they'll spend that money on.

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Breakingviews TV: Twitter's challenge

The human newswire's user growth rose in the first quarter, but revenue declined. Jennifer Saba and Rob Cox discuss why advertisers are shying away from Twitter.

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Wednesday, April 26, 2017

Breakingviews TV: Tyson’s tasty deal

Antony Currie and Tom Buerkle explain why the poultry company’s $3.2 bln offer for AdvancePierre makes financial sense both for Tyson and its target’s biggest shareholder, Oaktree.

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Tuesday, April 25, 2017

Breakingviews TV: $24 bln of needles and tubes

Robert Cyran and Richard Beales discuss the rationale for Becton Dickinson's agreed purchase of U.S. medical-devices rival C.R. Bard given the weakness of the financial logic.

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Monday, April 24, 2017

Breakingviews TV: 100 billion reasons

Breakingviews editors chew over potential candidates for a record-breaking $100 billion cash-financed acquisition, a hypothetical possibility recently floated by JPMorgan's M&A chairman.

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Friday, April 21, 2017

Breakingviews TV: Verizon's M&A call

The U.S. wireless giant lost customers and its profit fell, perhaps helping explain CEO Lowell McAdam's recent remarks about mergers. Jennifer Saba and Jeffrey Goldfarb discuss.

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