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…
EU Has Tough DMA Choices to Make, Now Including AI
The European Commission has launched a consultation on the Digital Markets Act…
Salmon Producers Reassure Investors With Higher Prices After Weak Quarter
The recent Q2 results from two of the world’s largest salmon producers…
AT&T’s Potential Exit from Mexico, Easier Said than Done
In early August, reports emerged that AT&T is preparing to sell its…
Deutsche Telekom–Perplexity Partnership Tests Mobile Search Dominance
For two decades, the antitrust story of search has revolved around Google’s…
BBVA-Sabadell: How Intervention Can Undermine a Merger’s Value
BBVA is taking the Spanish government to the Supreme Court in a…
Bank Pekao Gains on Strong 2Q, Political Risk Looms Over PZU Deal
Poland’s second-largest bank, Pekao presented positive 2Q results with a 13% increase…
