Nimish Maheshwari

1 week ago | smartkarma.com | David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Nimish Maheshwari

In today’s briefing:James Hardie (JHX AU)/Azek (AZEK US) Merger: Risky, Expensive, And Poor GovernanceCapri Unstitched: A Versace Sale Could Unlock Value for CPRIEvent Driven: Delhivery Acquires Ecom Express as Distress SaleJames Hardie (JHX AU)/Azek (AZEK US) Merger: Risky, Expensive, And Poor GovernanceOn the 24th March, building materials outfit James Hardie Industries Plc (JHX AU) announced a cash/scrip merger with decking manufacturer Azek (AZEK US).

3 weeks ago | smartkarma.com | Brian Freitas |William Keating |Nimish Maheshwari |Jesus Aguilar |Jesús Aguilar

In today’s briefing:FnGuide Semiconductor Top10 Index Rebalance Preview: Just One Change LikelyIntel Vision: Lip Bu Tan’s First Keynote As Intel CEOVodafone Idea: Another Lifeline, But Structural Challenges PersistCloud Control: EQT Logs In to FortnoxWeekly Update (ANGI, IAC, HOLN)Notes from Conversation with ANGI IRSigenergy Technology Pre-IPO – Achieved Market Leadership Within Two Years in a Nascent IndustryUMC (2303.TT; UMC.US): Merges with GFS?

1 month ago | smartkarma.com | Travis Lundy |Sanghyun Park |Nimish Maheshwari |Jesus Aguilar |Jesús Aguilar

In today’s briefing:Hankyu Hanshin REIT (8977) – Good Fundamental News, a Bigly Buyback, and Cascading Flows to ComeKorea’s FSC Just Dropped the Final Playbook on the Full Restart of Short Selling.