KEDM Lite Vol. 28
This week’s additions and highlights 1. SPIN-OFFS Flex (FLEX US). Flex recently jumped on a strong 2027 outlook but also plans to spin off its cloud and power infrastructure business, the latter separating its rapidly growing AI-focused business from the core manufacturing business. Let’s wait for more details, but you know we like to keep…
September 01, 2026, Vol. 27
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KEDM Lite Vol. 27
This week’s additions and highlights 1. SPIN-OFFS Fosun International (656 HK). If you ever thought ‘I’d like to own a piece of peace’, this might be your chance. Fosun plans to spin off ClubMed Lifestyle Group in Hong Kong, bringing Club Med back to public markets to fund a major global expansion. The idea is…
KEDM Lite Vol. 26
This week’s additions and highlights 1. SPIN-OFFS Siemens Energy (ENR GY). Siemens Energy is rumored to be considering spinning off its “Transformation of Industry” division, which makes compressors and steam turbines. This unit generates ~€5.5bn revenues (roughly 14% of group sales), with the reports also mentioning that this could grow to €10-11bn by 2031 and…
August 25, 2026, Vol. 26
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KEDM Lite Vol. 25
This week’s additions and highlights 1. SPIN-OFFS VivoPower (VIVO US). VivoPower confirmed its plan to spin Caret Digital (5:1), its DOGE mining operations, at a target market cap of $308m. They’re also looking for $50m investment. There’s so much (craziness) going on at VivoPower that for the first time we decided to split this company’s…
August 18, 2026, Vol. 25
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August 11, 2026, Vol. 24
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KEDM Lite Vol. 24
This week’s additions and highlights 1. SPIN-OFFS Thyssenkrupp (TKA GY). Thyssenkrupp shareholders have approved the spin of TK Accelis, the company’s Materials Services division. The structure remains as previously flagged: Thyssenkrupp will keep a 51% strategic stake, while 49% of TK Accelis shares will be distributed, listing expected in late 2026. TK Accelis generates roughly…
KEDM Lite Vol. 23
This week’s additions and highlights 1. SPIN-OFFS Liberty Global (LBTYA US). Liberty Global completed the buyout of Vodafone’s 50% stake in VodafoneZiggo, so creating Ziggo Group, a Benelux telco with 13m customers and ~€6.6bn revenue. Vodafone receives €1bn cash plus 10% equity, with Liberty owning the remaining 90% and planning an Amsterdam spin‑off in 2027.…