Christian M. Bucholdt’s Post

Discover the interesting world of the 𝐃𝐈𝐕𝐀𝐒 𝐓𝐫𝐞𝐧𝐝 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐨𝐫 on our brand-new #showcase page! Find exciting content on the topic of trend following and keep your finger on the pulse.🙂 Follow our page now to ensure you don't miss anything and be fully informed! ☝😊 #Trendfolge #DIVASTrendNavigator #ShowcasePage #Investieren #Anlagestrategie #Finanzen #Innovation #Investment #Trendfollowing

Discover the interesting world of the 𝐃𝐈𝐕𝐀𝐒 𝐓𝐫𝐞𝐧𝐝 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐨𝐫 on our brand-new #showcase page! Find exciting content on the topic of trend following and keep your finger on the pulse.🙂 Follow our page now to ensure you don't miss anything and be fully informed! ☝😊  #Trendfolge #DIVASTrendNavigator #ShowcasePage #Investieren #Anlagestrategie #Finanzen #Innovation #Investment #Trendfollowing

📑 𝐇𝐨𝐰 𝐋𝐏𝐬 𝐚𝐫𝐞 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬   The challenging economic environment and tight debt markets have put pressure on institutional investor’s portfolios. In an article published by Fundview, Hans-Christian Moritz shares his view on the implications for #PrivateEquity.   💸 Many LPs, especially those invested in large-cap funds, where IPOs are a more common exit channel, have recently seen 𝐟𝐞𝐰𝐞𝐫 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐫𝐨𝐦 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐬𝐚𝐥𝐞𝐬. This shortfall in liquidity is now being felt in a number of areas, including new commitments to the asset class.   💡 At the same time, 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 #PrivateEquity 𝐫𝐞𝐦𝐚𝐢𝐧𝐬 𝐬𝐭𝐫𝐨𝐧𝐠. Historically, economic crises and their aftermath have proven to strong vintages, especially for managers with a strong track record of operational value creation.   🚀 Deal activity is likely to pick up as markets stabilize and debt financing conditions improve. We may then even see a reverse denominator effect in institutional portfolios, leading to an under-allocation to private equity. This should further 𝐢𝐧𝐭𝐞𝐧𝐬𝐢𝐟𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐨𝐩-𝐪𝐮𝐚𝐫𝐭𝐢𝐥𝐞 𝐟𝐮𝐧𝐝𝐬.   Christian also delves into the structural characteristics of the Lower #MidMarket, which provides PE managers with more exit options. As a result, 𝐝𝐞𝐚𝐥 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐚𝐧𝐝 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐭𝐞𝐧𝐝 𝐭𝐨 𝐛𝐞 𝐦𝐨𝐫𝐞 𝐬𝐭𝐚𝐛𝐥𝐞 than in the large cap space, even in the midst of macroeconomic challenges.   💬 "We are also seeing this in our own fund-of-funds programs. The number of exits has remained stable year-on-year, while the invested capital across all corporate sales of our partners 𝐡𝐚𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐭𝐫𝐢𝐩𝐥𝐞𝐝 since the beginning of the year."   Read the full article in German here: https://lnkd.in/g8wejnu8   #CapitalWithCharacter

PLATOW Brief, a Leading German publication on business, markets, and politics sat down with Allianz X CEO Dr. Nazim Cetin to find out:   💰 Whether the U.S. is more attractive for investments than Europe right now    🎯 How our investments help Allianz Group    📈 Why we invest in later-stage digital companies    🔎 And when IPOs will make a comeback    Read the article here (in German): https://lnkd.in/d_2p_QGc     In machine-translated English here: https://lnkd.in/dNP5e7yS  

CI Financial Corp ISIN CA1254911003 WKN A0RENJ Symbol CIX.TO Sektor Finanzen Webseite CI Financial Corp https://lnkd.in/gs9JZkNm #aktien #aktie #börse #aktienanalyse #geld #wirtschaft #finanzen #alleaktien #eulerpool #aktionärskultur

Can CEKD go higher after touching a high of 56 sen? CEKD Bhd is seen as a laggard among its peers but has seen a positive move upwards. The die-cutting solutions provider broke the resistance of 55 sen and extended its rally to touch a 52-week high of 56 sen. Prices also closed at its month-high on a close basis, underpinned by a higher trading volume. The counter has gained some 13.3% year-to-date to close at 51 sen on July 26. It was trading at a low of 42 sen last December, lower than its listing price of 48 sen. The company was listed on the ACE Market in September 2021. CEKD has recovered and moved up since then. For the third quarter ended May 31, 2024, the company posted marginally higher net profit of RM1.8 million from RM1.7 million a year ago. This was on the back of higher revenue of RM9.1 million versus RM8.4 million. On a 9-month basis, its net profit rose to RM4.9 million from RM3.7 million a year ago on the back of increased revenue of RM26.3 million versus RM24.4 million. Moving forward, the company says it continues to enforce efficiency optimisation and stringent cost management. Its gross profit margin is returning to historical levels. The reduction of our loans and borrowings in 2Q2024 has also positively impacted its net profit margin. Additionally, there are opportunities to widen the distribution network and enhance synergy through marketing and production. This is following its acquisitions of Worldwide Die Cutting Mould Sdn Bhd and Kit Technology Sdn Bhd. Its diversified product portfolio allows it to adapt to evolving market needs. The company says it actively seeks opportunities to expand its business inorganically and organically. Inorganically, CEKD targets acquisitions that align with its core competencies. Organically, it pursues international expansion by actively engaging with customers and conducting marketing activities on a global scale. It will be interesting to see how high the counter go especially given that its financial results were not great but probably will ride on business expansion activities.

An example of what can go wrong in Corporate Hybrid bond debt, unfortunately a Swiss one. There are simple rules to minimize this risk: - invest only in IG rated issuers at the senior level - favour bonds rated by S&P, which has the most protective methodology - be careful with hybrid issued to fund agressive and transformative external growth. https://lnkd.in/ecK6vMbj

Leumi ABL is proud to have supported Mutares SE & Co. KGaA award-winning turnaround of Sheffield’s Special Melted Products Ltd by providing a £33 million working capital facility.   Leumi ABL played a key role in the strategic and financial efforts that culminated in the sale of the business for £144 million, almost a year after an acquisition for just £2.5 million.   The successful transformation garnered industry-wide recognition and highlighted the remarkable turnaround achieved through Mutares’ strategic vision and operational expertise alongside crucial financial support from Leumi ABL. The partnership earned Mutares the prestigious Actum award for the best private equity deal of the year in the £100-500 million category.   Ryan Whitworth, Regional Sales Director at Leumi ABL says: “We were an active financier and supporter who understood the company's potential and we were willing to back it substantially based on the plans Mutares presented, even though those ambitions were not yet being reflected in the actual or historical performance of the business. Being able to get under the skin of a business and understand what our partners are trying to achieve is fundamental to how we look to support and help firms.”   Thomas Cullis, Mutares Operating Partner said: “Leumi ABL’s ability to quickly understand the complexities of our business and provide a scalable, flexible finance facility was crucial to our success. Leumi’s support went beyond just financial backing; their strategic insights and swift execution enabled us to implement critical operational improvements and achieve remarkable growth. We look forward to continued collaboration with Leumi as we drive further value in our investments."   Read full story: https://lnkd.in/en7fH7WK   Phil Woodward | Mickey Schiller #BusinessTurnaround #PrivateEquity #LeumiABL #Mutares #StrategicFinance #FinancialSupport #ActumAward #InvestmentSuccess #CorporateFinance #PrivateEquityDealOfTheYear

📰 𝐖𝐡𝐲 #PrivateEquity 𝐢𝐬 𝐞𝐲𝐞𝐢𝐧𝐠 𝐬𝐦𝐚𝐥𝐥 𝐚𝐧𝐝 𝐦𝐞𝐝𝐢𝐮𝐦-𝐬𝐢𝐳𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬   As pressure mounts on #PrivateEquity managers to generate liquidity, the Lower #MidMarket has once again stood out with relatively stable deal activity and remarkable resilience amidst inflation, high interest rates and economic uncertainty ⚓   In a guest article for the German business magazine Unternehmeredition, Hans-Christian Moritz outlines the structural advantages of the Lower #Midmarket especially in challenging environments 🚀 and why he expects the segment to become even more popular in 2024.   Read the full article here (German):

Today's Headlines from: *Economic Times* 📝 SpiceJet completes raising of Rs 744 crore as part of fundraising plan 📝 Strata in talks to buy commercial realty across cities 📝 China signals more targeted stimulus after abrupt cut to bank reserve ratio 📝 India's forex reserves fall $2.79 bn to $616.14 bn as of Jan 19 📝 CPSEs told to boost interaction with investors, analysts 📝 Delhi-based Transline Technologies gets surveillance system contract from IOCL 📝 Beacon Trusteeship set to launch digital retail escrow platform for P2P transactions 📝 NCLT admits insolvency plea against Mumbai's Four Care Hospital 📝 Ola founder Bhavish Aggarwal's Krutrim AI turns unicorn with $50 million funding from Matrix, others 📝 Nutrition brand Earthful raises Rs 3.3 crore in funding from Green Ivy Ventures, others *Business Standard* 📝 Tata group, Airbus team up to make helicopters; Thales' MRO on cards 📝 Akasa Air orders over 300 CFM engines for its new B737 MAX aircraft 📝 Air India operating 41% more flights since Tata takeover, shows data 📝 Ola unveils e-bike service in Delhi, Hyderabad; plans 10K EVs across cities 📝 Zee Entertainment mulls filing counterclaims against Sony India in SIAC 📝 CMS Info Systems eyes buys in fintech, financial inclusion spaces 📝 Govt halves Budget support to oil firms, defers filling strategic reserves 📝 Irdai notifies a consolidated regulation on expenses of management 📝 Fintech association launches awareness campaign about cyber fraud *Financial Express* 📝 As many as 75,000 patents granted in last 10 months: Piyush Goyal 📝 PMLA changes sought for relief to homebuyers 📝 Centre halves FY24 capital infusion in OMCs to Rs 15,000 crore *Mint* 📝 Centre-run hospitals in NCR want 13% raise in allocation 📝 Airbus sees green skies ahead with India as partner 📝 Govt may allow select co-ops to borrow from all lenders 📝 Tesla recalling nearly 200,000 vehicles due to software glitch 📝 India needs ₹4.75 tn investment in transmission infrastructure 📝 Denmark, India to consider strategic cooperation.