INVESTMENT THEME
Mergers & Acquisitions: Filings, Earnings Calls and Research Evidence
A cross-company evidence stream for the mergers & acquisitions theme, organized from public filings, management discussions and institutional research.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Idea August 21, 2026 02:14 AM GMT Equatorial Energia | Latin America Morgan Stanley C.T.V.M. S.A.+ Fernando P Amaral Equity Analyst Investor Day Takeaways: A Multi-Utility Platform Trading at …
Mexican Beef M&A? Some Thoughts: JBS and Sigma Foods | Latin America2026-08-20 · Morgan StanleySonic Healthcare Ltd | Asia Pacific Organic growth remains modest2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Idea August 20, 2026 02:12 PM GMT Morgan Stanley Australia Limited+ Sonic Healthcare Ltd | Asia Pacific David L Bailey Equity Analyst Organic growth remains modest Peter Niu Research Associate …
1H26 Post-Results HK NDR – Key Takeaways2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:51 PM GMT Chuangxin Industries Holdings Ltd. | Asia Pacific Morgan Stanley Asia Limited+ Hannah Yang, CFA Equity Analyst 1H26 Post-Results HK NDR – Key Takeaways …
KGHM Polska Miedz SA (KGH.WA) 2Q26 Results Management Meeting Highlights2026-08-20 · CitiFlash | 20 Aug 2026 08:40:03 ET │ 10 pages KGHM Polska Miedz SA (KGH.WA) 2Q26 Results Management Meeting Highlights CITI'S TAKE Below please find the key issues that were raised during KGHM’s 2Q26 results conference. …
Quick Take: Union Pacific - Norfolk Southern merger moves to the merits stage2026-08-19 · BernsteinMMFS: HFC subsidiary to merge with parent MMFS2026-08-05 · Morgan StanleyM Update August 5, 2026 08:32 AM GMT MMFS | Asia Pacific Morgan Stanley India Company Private Limited+ Subramanian Iyer Equity Analyst HFC subsidiary to merge with parent MMFS Kushan Parikh, CFA Equity Analyst Sakshi V Chaplot Research Associate Key Takeaways …
Blackstone Digital Infrastructure Trust: Patience2026-08-05 · Morgan StanleyM Update August 5, 2026 06:53 AM GMT Blackstone Digital Infrastructure Trust | North America Morgan Stanley & Co. LLC Cameron McVeigh, CFA Equity Analyst Patience Ronald Kamdem, CFA Equity Analyst Garo K Amerkanian Research Associate …
Nippon Yusen: F3/27 1Q Results: No Share Buyback Announced, but Unsurprising Given Recent Tender Offer Announcement2026-08-05 · Morgan StanleyM Update August 5, 2026 05:29 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Nippon Yusen (9101) | Japan Takuya Osaka Equity Analyst F3/27 1Q Results: No Share Buyback Announced, but Unsurprising Given Recent Tender Offer Announcement Shan Jiang …
Voyager Technologies Inc: Acquisition Drives 2026 Guide Increase; Maintain UW2026-08-05 · Morgan StanleyM Update August 5, 2026 04:01 AM GMT Morgan Stanley & Co. LLC Voyager Technologies Inc | North America Kristine T Liwag Equity Analyst Acquisition Drives 2026 Guide Increase; Maintain UW Justin M Lang Equity Analyst Jason T Holcomb Research Associate …
Macerich Co: 2Q26 Earnings: Core FFO above cons; KPIs improving; tenant openings and acq pipeline in focus2026-08-05 · Morgan StanleyM Update August 5, 2026 03:52 AM GMT Morgan Stanley & Co. LLC Macerich Co | North America Ronald Kamdem, CFA Equity Analyst 2Q26 Earnings: Core FFO above cons; KPIs improving; tenant openings and acq pipeline in focus Caroline Long Research Associate …
Hinge Health Inc: Operating performance in rarefied air; ~50% upside to new PT2026-08-05 · Morgan StanleyM Idea August 5, 2026 03:37 AM GMT Morgan Stanley & Co. LLC Hinge Health Inc | North America Craig Hettenbach Equity Analyst Operating performance in rarefied air; ~50% upside to new PT Jialin Jin Research Associate Katherine A Bennorth Research Associate …
Alpha Bank SA: Investor Day: How to Surprise2026-08-05 · Morgan StanleyM Idea August 5, 2026 03:00 AM GMT Morgan Stanley & Co. International plc+ Alpha Bank SA | Europe Noemi Peruch Equity Analyst Investor Day: How to Surprise Alpha Bank SA (ACBr.AT, ALPHA GA) What’s Changed Banks | Greece Alpha Bank SA (ACBr.AT) From To …
Janus Living, Inc.: 2Q26 earnings: Core FFO beat; 26e guide raised slightly above cons; KPIs accelerate; post-IPO acq guide raised +$850mn to $1.6bn2026-08-05 · Morgan StanleyM Update August 5, 2026 02:19 AM GMT Morgan Stanley & Co. LLC Janus Living, Inc. | North America Ronald Kamdem, CFA Equity Analyst 2Q26 earnings: Core FFO beat; 26e guide raised slightly above cons; KPIs accelerate; post-IPO acq guide raised +$850mn to $1.6bn …
Saudi Aramco: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 12:30 AM GMT Saudi Aramco | Europe Morgan Stanley & Co. International plc+ Martijn Rats, CFA Equity Analyst and Commodities Strategist Risk Reward Update Saudi Aramco (2222.SE, ARAMCO AB) What’s Changed Energy | Saudi Arabia …
SK Telecom 2Q OP a slight beat, AI DC build-out strategy remains a key swing factor2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 SK Telecom 2Q OP a slight beat, AI DC build-out strategy remains a key swing factor 2Q OP of W566B slightly beat consensus, driven by SKBB’s increased OP contribution (W132B).…
Kakao Bank Solid 2Q results within market expectations; subdued growth outlook not justifying valuation premium; Neutral2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 Kakao Bank Solid 2Q results within market expectations; subdued growth outlook not justifying valuation premium Neutral Neutral 323410.KS, 323410 KS Price (05 Aug 26):W21,550 …
Primary-source evidence
Estee Lauder reported fiscal 2026 net sales of $15,049 million, up 5% from $14,326 million, and net earnings of $182 million, a turnaround from a net loss of $1,133 million in fiscal 2025. Operating margin improved to 5.2% from -5.5%.…
20-F2026-08-18 · SEC EDGAR · 20-FDiageo's FY2026 20-F reports organic net sales growth of 0.4% and organic operating profit growth of 2.0%, but reported operating profit declined 27.2% due to impairments (Türkiye, Don Papa) and restructuring charges.…
10-K2026-08-14 · SEC EDGAR · 10-KAmcor reported FY2026 net sales of $23,506 million, up 57% YoY, driven by the Berry merger. Net income attributable to Amcor was $1,106 million, up 116%. Adjusted EBIT was $2,813 million.…
10-Q2026-08-14 · SEC EDGAR · 10-QQXO reported Q2 2026 net sales of $3.246 billion, up 70% YoY, with a net loss of $55 million. H1 net sales were $4.976 billion with a net loss of $282 million. The company completed the Kodiak and TopBuild acquisitions, issuing 312 million shares and $1 billio…
10-Q2026-08-13 · SEC EDGAR · 10-QNational Vision Holdings reported Q2 FY2026 net revenue of $498.8M, up 2.5% YoY, and net income of $12.4M, up 42.3%. The company initiated an Eyeglass World lab optimization plan with $3.1M restructuring charges.…
10-K2026-08-13 · SEC EDGAR · 10-KTapestry reported fiscal 2026 net sales of $8,004.2 million, up 14.2% from $7,010.7 million, and net income of $1,527.7 million, with diluted EPS of $7.27, compared to $0.82 in fiscal 2025.…
6-K2026-08-13 · SEC EDGAR · 6-KBirkenstock reported Q3 FY2026 revenue of €719.5 million, up 13% reported and 15% constant currency, with double-digit growth across all segments. Adjusted EBITDA rose 11% to €242.5 million, but margin declined 70 bps to 33.7% due to tariffs and FX.…
Questions this evidence can help answer
- Which companies have the strongest direct exposure to mergers & acquisitions?
- What changed in the newest primary-source disclosures?
- Which claims are supported across more than one source type?