Mowi-Nova Sea: Low Antitrust Risk, High Reward
The European Commission is currently reviewing Mowi’s acquisition of Nova Sea. The…
Doubts Grow on Mars–Kellanova Merger as Spread Widens
Kellanova’s stock hit a 52-week low of $77 on Monday, down 3%…
Supermarket Profits Under Antitrust Scrutiny: The Netherlands Won’t Be the Last
Last week, the Netherlands’ Authority for Consumers and Markets (ACM) opened an…
Airbus-Led Merger Will Face EU Scrutiny, But LEO Satellite Carve-Out Is a Red Line
A potential merger of the satellite manufacturing divisions of Airbus, Thales, and…
CMA’s September Decision Could Spark CVS Rebound
The UK’s Competition and Markets Authority (CMA) is set to publish its…
Amazon and Mercado Libre Walk Away Unscathed as Mexico Closes E-Commerce Probe
On September 12, 2025, Mexico’s Federal Economic Competition Commission (COFECE) announced the…
What is WACC and ROCE and Why Regulators Use them?
In competition and market investigations, regulators often want to know if companies…
Regulators Love Competition But Investors Love Monopolies
The UK Competition and Markets Authority’s (CMA) Microeconomics Unit has just published…
Oracle’s $455Bn Cloud Contracts Make Antitrust Scrutiny Look Obsolete
When Oracle released its fiscal Q1 results this week, the company did…
Covestro’s 10% Drop: Merger Arbitrage Opportunity or Value Trap?
Covestro is in the middle of a takeover by ADNOC, but the…
US Judge Gives OpenAI, Perplexity and Anthropic a Shot Against Google
When Judge Amit Mehta handed down his remedies ruling against Google last…
When Regulation Hits the Brand: Woolworths Down 14%, Coles Up 31%
According to the Australian Competition and Consumer Commission (ACCC), Woolworths was until…
