Value in Corporate Events

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WaterBridge Infrastructure: Water Play Betting On The Permian
Seeking Alpha· 2025-09-22 19:24
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of WaterBridge Infrastructure LLC (NYSE: WBI ) have seen a successful public offering, with shares having seen healthy gains from the start. This came as investors are not scared off by co ...
Dover: Becoming Relatively Compelling
Seeking Alpha· 2025-09-18 03:50
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May, I concluded that Dover Corporation (NYSE: DOV ) continued to work on its positioning, following the announcement of a $620 million deal to acquire SIKORA AG in a strategic but somewhat mor ...
MillerKnoll: Stuck In The Office, Cheap But Not Cheap Enough
Seeking Alpha· 2025-09-12 02:24
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!To see how MillerKnoll, Inc. (NASDAQ: MLKN ) has been faring, we have to go back to the spring of 2021 , when Herman Miller and Knoll announced that they had entered into a kind ofAs the leader o ...
Illinois Tool Works - It Might Have Worked Too Much (NYSE:ITW)
Seeking Alpha· 2025-09-11 20:01
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!It has been a very long period of time since I last covered shares of Illinois Tool Works (NYSE: ITW ) ; in fact, it was the summer of 2018 when I concluded that the conglomerate was on sale.As t ...
Bullish: Hard To Be Bullish
Seeking Alpha· 2025-08-18 17:01
As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other ...
UFP Industries: Normalization Continues But Might End Soon
Seeking Alpha· 2025-08-10 16:52
服务内容 - 提供涵盖重大盈利事件、并购、IPO和其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 重点寻找最佳投资机会 [1] - 根据客户要求提供特定情况和公司的分析报告 [1] 服务特色 - 专注于企业资本配置变化带来的投资机会 [1] - 帮助会员把握IPO、并购和财报带来的投资机遇 [1] - 提供免费试用期供用户体验服务 [1]
UFP Technologies: A Comforting Quarter
Seeking Alpha· 2025-08-07 04:58
服务内容 - 提供涵盖重大盈利事件、并购、IPO及其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 旨在寻找最佳投资机会 [1] - 根据客户需求提供特定公司及情境的定制化分析 [1] 服务特点 - 通过付费订阅服务"Value in Corporate Events"提供免费试用体验 [1] - 投资组合专注于企业资本配置变化、并购及财报等事件驱动策略 [1] 分析师背景 - 分析师持仓披露显示其对UFPT股票持有多头头寸 包括股票、期权或其他衍生品 [1] - 分析内容为独立观点 未受第三方机构补偿或影响 [1]
Hawkins: I Have Wasted An Opportunity
Seeking Alpha· 2025-08-07 04:05
公司分析 - Hawkins (NASDAQ: HWKN) 股价在不到半年内实现近70%的资本增值 [1] - 此前分析认为该公司估值过高 但市场表现超出预期 [1] 服务内容 - 提供涵盖重大财报事件、并购、IPO及其他公司行动的可操作投资建议 [1] - 每月覆盖10个主要公司事件 聚焦最优投资机会 [1] - 可根据需求提供特定公司及情境的定制化分析 [1] 市场表现 - Hawkins股价强劲上涨 显著跑赢大盘 [1]
Avient: Stable Is Good Enough For This Specialty Play At Current Levels
Seeking Alpha· 2025-08-02 20:31
投资服务介绍 - 提供涵盖重大盈利事件、并购、IPO和其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件,专注于寻找最佳投资机会 [2] Avient公司分析 - 在2024年恢复增长,并对2025年持乐观态度 [1] - 在3月份市场动荡期间,Avient的独特性更加凸显 [1]
Cabot: An Interesting Specialty Chemical Play
Seeking Alpha· 2025-07-28 20:17
公司动态 - Cabot Corporation (NYSE: CBT) 股价从去年高点回落35% 主要由于业务表现停滞 但今年迄今盈利略有增长 [1] - 该公司盈利倍数变化未明确说明 但股价回调与盈利增长形成对比 [1] 服务内容 - 提供涵盖重大盈利事件、并购、IPO及其他公司行动的可操作投资建议 每月覆盖10个主要事件 [1] - 服务支持根据需求定制特定公司及情境的研究覆盖 [1] 市场机会 - 投资机会聚焦IPO、并购交易、财报发布及公司资本配置变化等领域 [1]