Value in Corporate Events
Search documents
UL Solutions: Premium Valuations Do Not Pass My Test
Seeking Alpha· 2025-11-24 21:50
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May, I concluded that science safety play UL Solutions Inc. ( ULS ) has been unleashed. The company has seen a strong operating performance, including organic growth, margin expansion, and over ...
BioMarin Pharmaceuticals - Growing Numbers, Falling Expectations
Seeking Alpha· 2025-10-28 10:58
Core Insights - BioMarin Pharmaceuticals (NASDAQ: BMRN) shares have been underperforming, currently trading at their lowest levels since 2013, indicating significant challenges for the company [1] Group 1 - The company is a large biopharmaceutical entity that does not pay dividends, which exacerbates the negative impact of its stock performance [1] - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as IPOs, mergers & acquisitions, and earnings reports, providing coverage of 10 significant events monthly [1]
Sonoco Products Company: Managing Leverage While Getting Cheaper (SON)
Seeking Alpha· 2025-10-27 23:30
Group 1 - The article discusses the investment potential of Sonoco Products Company (NYSE: SON), highlighting its shares as undervalued despite existing challenges [1] - A significant challenge mentioned is the large acquisition of Eviosys, which was announced in 2024 [1] - The investment group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] Group 2 - The article emphasizes that the coverage includes 10 major events per month, aiming to find the best investment opportunities [1]
GrafTech International: Tiny Improvements Come Slow
Seeking Alpha· 2025-10-27 15:47
Group 1 - GrafTech International Ltd. reported its second-quarter results, indicating that discussions about potential recovery were not reflected in the actual financial performance [1] - The company is recognized as a leader in the investment group "Value In Corporate Events," which focuses on identifying opportunities in IPOs, mergers & acquisitions, and earnings reports [1] - The service provides coverage of 10 major corporate events each month, aiming to find the best investment opportunities [1]
United Rentals: Reality Kicks In After Expectations Ran Away
Seeking Alpha· 2025-10-25 05:55
Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions, and IPOs, providing actionable investment ideas [1] Group 1 - The service covers 10 major events each month, aiming to identify the best investment opportunities [1] - It offers members the chance to capitalize on significant corporate events and changes in capital allocation [1] - The article emphasizes that the analysis is independent and not influenced by any business relationships with the companies mentioned [1]
Integer Holdings: Growth Standstill Comes As A Shock (NYSE:ITGR)
Seeking Alpha· 2025-10-24 22:38
Core Insights - Integer Holdings Corporation (NYSE: ITGR) was previously considered overvalued, but has since demonstrated solid share price returns, indicating a potential reevaluation of its market position [1]. Group 1 - Integer Holdings Corporation is highlighted as a leader in the investment group "Value In Corporate Events," which focuses on identifying opportunities in IPOs, mergers & acquisitions, and earnings reports [1]. - The investment group covers approximately 10 major corporate events each month, aiming to find the best investment opportunities for its members [1].
Wabtec: Executing Despite Softer Organic Growth
Seeking Alpha· 2025-10-24 21:55
Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major earnings events, M&A, IPOs, and other significant corporate events with actionable investment ideas [1] - The service aims to provide members with opportunities to capitalize on various corporate events, covering 10 major events a month to identify the best investment opportunities [1] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and does not plan to initiate any positions within the next 72 hours [1] - It emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [2]
PPG Industries: Gradually Providing A Coating Here (NYSE:PPG)
Seeking Alpha· 2025-10-15 13:18
Core Insights - PPG Industries has shown underwhelming growth recently, despite its rich corporate history and previous divestment proceeds [1] Group 1: Company Performance - PPG Industries is perceived as not providing a favorable outlook for investors nearly a year ago [1] - The company has faced challenges in achieving significant growth, which has raised concerns among investors [1] Group 2: Investment Opportunities - The investing group "Value In Corporate Events" focuses on identifying actionable ideas related to major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] - The group aims to cover 10 major events monthly to find the best investment opportunities [1]
LKQ Corporation: Struggling Parts Business, Shedding One Of Its Parts (NASDAQ:LKQ)
Seeking Alpha· 2025-10-13 15:33
Core Insights - LKQ Corporation (NASDAQ: LKQ) faced challenges last summer, including a significant profit decline, indicating a need for internal maintenance and strategic adjustments [1]. Group 1 - The investing group "Value In Corporate Events" provides members with opportunities to capitalize on major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1]. - The service covers approximately 10 major events each month, focusing on identifying the best investment opportunities [1].
Neogen: Safety Play Still Is Not A Safe Play (NASDAQ:NEOG)
Seeking Alpha· 2025-10-12 18:09
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In April, I concluded that Neogen (NASDAQ: NEOG ) was making a fair divestment, one badly needed to curtail leverage as the business was hurt by a poor performance and debt overhang concerns. The ...