- Potential Europe targets (Goldman rank #1):
- Energy: Africa Oil, Det Norske, DNO, Dragon Oil, Fugro, Genel Energy, Gulf Keystone, Lundin Petroleum, Tullow Oil
- Industrials/Machinery: Meggitt, Mobileye, MTU Aero, Nexans, Oxford Instruments, Spectris, Vetas Wind
- Consumer: Paddy Power, Remy Cointreau, Restaurant Group, SABMiller, Whitbread
Goldman Says Transatlantic M&A Not Slowing Down, Lists Targets
2015-06-04 13:25:33.799 GMT
By Arie Shapira
(Bloomberg) -- Recent trend of U.S. buying Europe to
continue driven by FX, overseas cash, improving relative growth
and valuation, Goldman’s Jessica Binder Graham writes in U.S.
and Europe Tactical Research note.
* Sectors “most ripe” for possible activity in Europe are
aerospace, machinery and hotels; tech, health care also
poised for further consolidation, though deal flow direction
may be “two-way”
* Potential Europe targets (Goldman rank #1):
*
* Energy: Africa Oil, Det Norske, DNO, Dragon Oil, Fugro,
Genel Energy, Gulf Keystone, Lundin Petroleum, Tullow
Oil
* Industrials/Machinery: Meggitt, Mobileye, MTU Aero,
Nexans, Oxford Instruments, Spectris, Vetas Wind
* Consumer: Paddy Power, Remy Cointreau, Restaurant Group,
SABMiller, Whitbread
* Potential U.S. targets (Goldman rank #1 or #2): ALGN, ANET,
BBRY, BCR, BLOX, BSFT, CALX, CIEN, EW, GIMO, GMED, HAE,
HOLX, HRC, HTWR, INFN, JNPR, NUVA, RKUS, SIRO, SSNI, THOR
* NOTE: June 1, SocGen listed likely European M&A targets
* NOTE: May 8, Goldman’s “PM Toolkit," co-authored by Binder
Graham, introduced new quality/value metric
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Arie Shapira in New York at +1-212-617-1488 or
ashapira3@bloomberg.net
To contact the editor responsible for this story:
Brad Skillman at +1-212-617-2763 or
bskillman1@bloomberg.net
2015-06-04 13:25:33.799 GMT
By Arie Shapira
(Bloomberg) -- Recent trend of U.S. buying Europe to
continue driven by FX, overseas cash, improving relative growth
and valuation, Goldman’s Jessica Binder Graham writes in U.S.
and Europe Tactical Research note.
* Sectors “most ripe” for possible activity in Europe are
aerospace, machinery and hotels; tech, health care also
poised for further consolidation, though deal flow direction
may be “two-way”
* Potential Europe targets (Goldman rank #1):
*
* Energy: Africa Oil, Det Norske, DNO, Dragon Oil, Fugro,
Genel Energy, Gulf Keystone, Lundin Petroleum, Tullow
Oil
* Industrials/Machinery: Meggitt, Mobileye, MTU Aero,
Nexans, Oxford Instruments, Spectris, Vetas Wind
* Consumer: Paddy Power, Remy Cointreau, Restaurant Group,
SABMiller, Whitbread
* Potential U.S. targets (Goldman rank #1 or #2): ALGN, ANET,
BBRY, BCR, BLOX, BSFT, CALX, CIEN, EW, GIMO, GMED, HAE,
HOLX, HRC, HTWR, INFN, JNPR, NUVA, RKUS, SIRO, SSNI, THOR
* NOTE: June 1, SocGen listed likely European M&A targets
* NOTE: May 8, Goldman’s “PM Toolkit," co-authored by Binder
Graham, introduced new quality/value metric
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Arie Shapira in New York at +1-212-617-1488 or
ashapira3@bloomberg.net
To contact the editor responsible for this story:
Brad Skillman at +1-212-617-2763 or
bskillman1@bloomberg.net