The Logic of Investing in Logistics

In this article we are going to discuss the increasing importance of logistics real estate and the trends that affected the sector in Europe. We will then explain the main drivers of demand and supply for logistic properties and how these are likely to change in the future years. Finally, after having analyzed the pros […]

The Battle of Dragons – Recent Acquisitions and Investments in China amid the Rivalry between Alibaba and Tencent

Alibaba Group Holding Ltd. (NYSE:BABA) – market cap as of 20/04/2018: $462.0bn Tencent Holdings Ltd. (HKG:0700) – market cap as of 20/04/2018: HK$3,780bn Introduction The first two weeks of April 2018 have seen a string of aggressive acquisitions and the announcement of financing rounds by companies backed by the Chinese technology giants Alibaba and Tencent. […]

Transportation is getting hot: US trucking companies Knight and Swift to merge in an all American new giant

Swift Transportation Co (SWFT:NYQ) – market cap as of 29/04/2017: $3.27bn Knight Transportation Inc. (KNX:NYQ) – market cap as of 29/04/2017: $2.76bn Introduction On April 10, 2017, Swift and Knight have agreed to merge in an all-stock transaction that is expected to create the largest player in the Transportation and Truckload industry. The combined entity, […]

“Merger Without a Cause” – Starring Sysco and Brakes

Sysco Market Cap: $24.43bn (as of 26/02/2016) The companies Sysco Founded in 1969 and headquartered in Houston, Sysco (Systems and Services Company), together with its subsidiaries and 200 distribution facilities (US, Bahamas, Canada, Ireland), focuses on marketing and distributing a range of food and related non-food items to the foodservice and food-away-from-home industry, serving restaurants, […]