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Theme: Actionable

KEDM Lite Vol. 13

This week’s additions and highlights 1. SPIN-OFFS Essity (ESSITYB SS). Essity is considering a separation / spin of its Consumer Tissue unit. Is it finally going to happen? The Tissue business is rough, there’s not much growth and operating margins are much below the group average. A separation has long been discussed and makes sense…

KEDM Lite Vol. 12

This week’s additions and highlights 1. SPIN-OFFS Textron (TXT US). Generally, it is too large for a KEDM Lite flag, but there’s just so much going on a Textron. They recently announced to be looking to spin the industrials arm and reposition as a pure‑play defense company. Obviously strong tailwinds. A reminder that Textron is…

KEDM Lite Vol. 11

This week’s additions and highlights 1. SPIN-OFFS Honeywell (HON US). It might be a good time to look at Honeywell, which recently corrected on rather poor results. The company is preparing to separate Aerospace, while also selling non-core businesses (last one is PSS to Brady for $1.4bn). Aerospace faced a tough Q1 on supply chain…

KEDM Lite Vol. 10

This week’s additions and highlights 1. SPIN-OFFS AB Foods (ABF LN). Generally, it is too large for Lite (and thus KEDM Pro material), but still good to flag. Interesting day today (April 21) for AB Foods, with the company confirming plans to separate Primark from its food operations. Primark generates over half of group profit,…

KEDM Lite Vol. 9

This week’s additions and highlights 1. SPIN-OFFS G2 Goldfields (GTWO CN). G Mining is buying G2 Goldfields in a C$3B all‑share deal. G2 holders get 0.212 G Mining shares (C$10.84 value), plus shares in a new exploration spin‑off (G3 SpinCo). The spinco will hold interest in all the remaining G2 properties that G Mining isn’t…