Posts by Andrew Stotz
Can Management’s Commitment Return Sumitomo’s Stock to Previous Heights?
Gearing up in M&A activity to drive top-line growth, growing CAPEX lays foundation for organic growth, and management focus on ROIC should enhance returns.
Read Full PostIs EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
Read Full PostWill Crane’s M&A Strategy Lead To Further Value Creation?
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
Read Full PostHas Volvo’s Strong Value Creation Been Overlooked by the Market?
Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.
Read Full PostWill Pressure on Kohl’s Management Drive Share Price?
Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.
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