March 31, 2026, KEDM Lite, Vol. 8
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March 24, 2026, KEDM Lite, Vol. 7
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March 17, 2026, KEDM Lite, Vol. 6
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March 10, 2026, KEDM Lite, Vol. 5
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March 03, 2026, KEDM Lite, Vol. 4
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February 24, 2026, KEDM Lite, Vol. 3
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KEDM Lite Vol. 3
This week’s additions and highlights 1. SPIN-OFFS Ramsay Health Care (RHC AU). Ramsay is planning to spin‑off its struggling European arm, Santé, expected Q4 26. This immediately revived the takeover angle here. By carving out the lowest‑margin, most complex part of the group, Ramsay removes the very obstacle that derailed KKR’s 2022 bid. The CEO wouldn’t…
KEDM Lite Vol. 2
This week’s additions and highlights 1. SPIN-OFFS Arko (ARKO US). Convenience store operator Arko recently completed the spin of its wholesale fuel distribution operations, ARKO Petroleum. Ticker APC. Interesting to keep an eye on this one given the big business differences as well as Arko’s focus on debt reduction. Realbotix (XBOT CN). It is generally indeed smart…
February 17, 2026, KEDM Lite, Vol. 2
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KEDM Lite Vol. 1
This week’s additions and highlights 1. SPIN-OFFS No material updates this week 2. STRATEGIC ALTERNATIVES & REVIEWS (Potential take-outs, asset sales, M&A, etc.) DSM-Firmenich (DSFIR Netherlands). dsm-firmenich finally sold its ANH unit. While the €2.2bn + €0.5bn earn-out was pretty much in line with what we expected, the market didn’t like. Sell the news? Or is…