Analysis

Latest Insights & Trends

SalMar’s Wilsgård Merger Strengthens Core Operations, Yet Legal Risks Could Weigh on Stock

SalMar's merger with Wilsgård AS is a strategic acquisition to increase production…

Pets at Home Rallies on Vet Growth—But CMA Risk Lurks Larger Than for CVS

Pets at Home, the UK’s leading pet care provider, delivered stable full-year…

Grieg Seafood Slides 4% Amid Weak Q1 and Rising Legal Risks

Grieg Seafood’s Q1 2025 results show early signs of operational recovery after…

Gold Mining Consolidation Unlikely to Face Regulatory Pushback

A combination of rising gold prices, abundant free cash flow, and relatively…

Bumpy Road To Claim Damages May Shield Carmakers in Second UK Cartel Risk (Part 2)

BMW, Stellantis, Toyota, VW, Ford, Renault, and others ran a 15-year cartel…

Ford, Stellantis, VW Avoid Major UK Cartel Risk But One Still Looms (Part 1)

Last week, the UK Competition and Markets Authority (CMA) published the non-confidential…

Microsoft: One Risk Down, Two More to Go

Microsoft’s decision to offer remedies to close the EU antitrust investigation over…

Microsoft Made $30 Billion By Tying Teams, Closing the EU Probe Will Cost A Tiny Fraction

On May 16th, Microsoft submitted proposed remedies to the European Commission in…

Europe’s Veterinary Market Faces Cross-Border Competition Scrutiny

When the UK’s Competition and Markets Authority (CMA) launched a sector investigation…