Posts tagged HEMA
Hema - Aggressive

The Ramphastos and the Ad-Hoc group were not able to agree on terms, despite the gap between implicit valuations arguably not justifying the incremental headache that SSNs now have to deal with. Ramphastos are

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Wolfgang FelixHEMA
Rotating the book - 11 names we like and a lot more we really don't

Below is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.

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Hema - Jumbo rumours

Following an interview given by To van Veen, CFO of Jumbo supermarkets in a Dutch Dagblad, the market is speculating just how many stores Hema would be selling to Jumbo.

The deal:

- Little is known at this stage, other than that

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Wolfgang FelixHEMA