The Junior IB’s Post

Chemical Highlights: our top-five pick of global M&A and senior people moves impacting fine and specialty chemicals markets this week: This week, we monitored 15 deals. Click here to sign up for the complete weekly update:    1. PPG, a global supplier of paints, coatings, and specialty materials, has reached an agreement to sell its silicas products business to Qemetica for approximately $310 million, as part of a strategic evaluation of its business segments. The divestiture, expected to close in Q4 2024, includes manufacturing facilities in the U.S. and Europe, enhancing QEMETICA’s specialty chemicals portfolio. 2. VION Biosciences, a life sciences platform company focused on specialty reagents, has acquired Echelon Biosciences, a supplier of critical lipid-based excipients, strengthening VION’s position in the life science sector. This acquisition allows VION to enhance its capabilities in mRNA-based therapies and expand its product portfolio in the biopharma and clinical research segments. 3. T. HASEGAWA FLAVORS has entered into a share purchase agreement to acquire all shares of Abelei Flavors, expanding its geographical footprint and technical capabilities in North America. The acquisition aligns with T. Hasegawa’s strategy of focussing resources on the United States market, enhancing its flavour portfolio to better serve its customer base. 4. POSCO FUTURE M Co. plans to sell its entire stake in P&O Chemical Co. to OCI, which will own 100% of the joint venture. Discussions between the boards are still in progress this week. The transaction is part of POSCO’s restructuring strategy to divest unprofitable assets, while OCI aims to expand its presence in advanced materials for semiconductors and rechargeable batteries. 5. ReAlta Life Sciences has appointed David Marek, former CEO of Myovant Sciences, as its new Chief Executive Officer. Marek, who has over 30 years of experience in the biopharmaceutical industry, previously led Myovant Sciences through the landmark sale of the company and successfully launched therapeutics focused on hormone-sensitive oncology and women’s health. #MergersandAcquisitions #CorporateDevelopments #ChemicalIndustry 

We are #excited to share a monumental milestone in our journey towards growth and sustainability: The merger of ZCL Chemicals Ltd and Avra Laboratories Pvt Ltd with Cohance Lifesciences Limited, forming #Cohance. This merger marks a pivotal moment as we unveil our unified brand identity, "Cohance," reflecting our shared vision and commitment to excellence. Our vision is to co-create a Top 3 CDMO and merchant API platform, serving global marquee pharma and speciality chemical customers as their partner of choice. Our #Accelerating #Advantage lies in our commitment to values such as #Unity, #Passion, #Agility, #Accountability, and #Simplicity. These values guide us as we merge into #ONE entity to create scale and sustainability, providing our customers with expanded capabilities while maintaining a focus on ESG and quality compliance. Join us as we embark on this exciting new chapter!

Here are six handpicked stocks from across sectors - chemicals, pharmaceuticals, investment, and packaging- categorised into six buckets according to Peter Lynch's investing philosophy. Read the full story, 'The Peter Lynch Guide To Picking Stocks,' here: https://lnkd.in/gSXmFGVJ #PeterLynch #Invesment #OutlookMoney

Laboratory Automated Incubator Market Size, Projections: Exploring Projected Outlook and Growth for 2024-2031 Laboratory Automated Incubator Market Competitive analysis The laboratory automated incubator market is highly competitive, with numerous players striving to gain a competitive edge. Companies are focusing on strategic collaborations, acquisitions, and technological advancements to strengthen their market presence. Furthermore, the increasing demand for efficient and reliable laboratory automation solutions is intensifying the competition among key players in the market. Top Laboratory Automated Incubator Market Companies @Thermo Fisher Scientific @ BioTek Instruments @ BD @ Shimadzu @ bioMerieux

"With this transaction, we are putting an exclamation mark on our growth ambitions," says Dietmar Siemssen, CEO of Gerresheimer AG. "Bormioli Pharma is an ideal strategic fit for us and accelerates our transformation into an integrated systems and solutions provider. In particular, we are expanding our portfolio to include further high-value solutions. Both companies complement each other both in terms of product portfolio and regional coverage with production sites in Europe." Gerresheimer Glas GmbH, an indirect subsidiary of Gerresheimer AG, has today signed a purchase agreement with funds advised by Triton ("Triton") for the acquisition of Blitz LuxCo Sarl, the holding company of the Bormioli Pharma Group. The purchase price is based on a determined enterprise value of around EUR 800 million, which corresponds to an adj. EBITDA multiple of around 10 Bormioli Pharma, has 9 production sites in Europe. The Group generates revenues of around EUR 370 million and an adj. EBITDA margin of around 21%. Bormioli Pharma has a complementary portfolio of pharmaceutical primary packaging made of glass and plastic, as well as closure solutions, accessories, and dispensing systems. With this acquisition, Gerresheimer strengthens its European footprint with additional production sites, especially in Southern Europe, and underpins its market position as a leading full-service provider and global partner for the pharmaceutical and biotech industries. The acquisition is expected to be 50 to 100 basis points accretive to Adj. EBITDA margin in the near term and more than 10% accretive to EPS from the first year after closing. The transaction is subject to customary closing conditions and approvals. Closing is expected in the fourth quarter of the 2024 financial year. Read our press release: https://lnkd.in/eDAnqWv2 #innovatingforabetterlife #acquisition #glass #bormioli #pharma #biotech

𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 𝟐𝟎𝟐𝟒 𝐕𝐢𝐝𝐞𝐨 𝐒𝐞𝐫𝐢𝐞𝐬 - 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬! My three ideas: 1️⃣ Gold - real assets over nominal assets! 2️⃣ Pharma and Biotech - growth outlook intact & attractive valuation! 3️⃣ S&P 493 - stock picking remains key! . . . and yes - I still like Tech but very selectively! What are your investment ideas for 2024? Would love to hear yours, please comment in the section below. 👇 #gold #pharma #biotech #usequities #thomaswille

Chemical Highlights: our top-five pick of global M&A and senior people moves impacting fine and specialty chemicals markets this week:
 
    Click here to receive the full list: ➡️ https://lnkd.in/eqkaV4zS
 
    1. Symbio LLC, and Dow Development Laboratories, LLC (DDL), have merged with Germany's Proinnovera - Global CRO to form Symbio Proinnovera. This new company aims to become a leading dermatology-focused clinical research organization (CRO) across multiple geographies.   2. Formerra, an H.I.G. Capital portfolio company has successfully completed the acquisition of Suministro de Especialidades, a value-added distributor of elastomers, adhesives, resins and other performance additives. This acquisition strengthens Formerra's presence in Mexico.   3. Versiti Inc., a blood services organization, has successfully acquired Pearl Pathways, a life science consulting firm based in Indianapolis, known for facilitating innovative and expedited product development in the biopharmaceutical, medical device, and diagnostic sectors.    4. David Seignolle assumes the role of Chief Operating Officer at EUROAPI, succeeding Eric Berger, to join the company’s Executive Committee. Seignolle was previously an Expert Partner in Healthcare Practice at Bain & Company.     5. Arkema has completed the acquisition of its 54% stake in Glenwood Private Equity's South Korean company, PI Advanced Materials (PIAM). This strategic acquisition expands Arkema's high-performance technologies in advanced electronics and electric mobility.     #MergersandAcquisitions #CorporateDevelopments #ChemicalIndustry 

This infographic showcases the market capitalization of the top 50 European companies. Here are some key points: - Market Dominance: France and Switzerland have the highest number of companies on the list, with 10 each. - Leading Companies: The top spot is held by ASML, a Dutch semiconductor equipment maker, followed by the French luxury conglomerate LVMH. - Strong Presence in Pharma: The pharmaceutical industry is well-represented, with companies like Roche, Novartis, and Novo Nordisk securing prominent positions. - Energy and Resources: Energy giants like Shell and TotalEnergies, along with mining company Rio Tinto, also feature prominently. Source: companiesmarketcap #EuropeanBusiness #MarketCapitalization #Infographic

🔄 Strategic Divestment: Evonik Completes Sale of Superabsorbents Business to ICIG Evonik has officially completed the sale of its superabsorbents business to the International Chemical Investors Group (ICIG), marking a significant move in the company's strategic transformation. This sale aligns with Evonik's focus on high-margin specialty chemicals, allowing them to sharpen their portfolio and strengthen their position in the market. The divestment includes production sites across Germany and the U.S., reflecting Evonik's commitment to its long-term growth strategy. As the specialty chemicals sector continues to evolve, such strategic decisions are essential for companies aiming to remain competitive and focused on innovation.

In the face of a #StockMarket downturn, a few companies have managed to swim against the current with their share prices on the rise. #DecmilGroup accepted a lucrative takeover offer, causing its shares to jump by 66%. Southern Cross Electrical Engineer Ltd secured major contract extensions, leading to a 6% increase in share price, while Spartan Resources' new gold discovery and Telix Pharmaceuticals' FDA Fast Track designation for its glioma imaging product sparked positive investor sentiment. It's a testament to their growth potential and strategic moves within the #ASX landscape. 📈🚀 Exploring the resilience and capacity these companies have to deliver positive news, despite broader market selloffs, adds a layer of nuance to our understanding of market dynamics. What can investors learn from these outliers? Read more about what's driving their growth: https://lnkd.in/g8XyhqZH #Investing #Finance #MarketTrends #BusinessGrowth