Queen Mary Knowledge Group (QMKG)

Our last post as Queen Mary Knowledge Group 🫶🏼 We are excited to announce that QMKG has merged with Queen Mary Hedge Fund as the Research Division! Follow our new page to stay up to date with our reports and more: https://lnkd.in/erjK-wJV

This week, we are thrilled to release a report from our M&A team focusing on Glencore's acquisition of Teck Resources, a Canadian natural resources company. Led by Vasileios Vogiatzis, our M&A Analysts — Lala Samoiliuk, Davit Harutyunyan, and Roy Segal — explain how this transaction plays into Glencore's long-term growth strategy and plans. This comprehensive report includes an analysis of both companies, the mining and trading industry itself and the prospects of the combined entity. We want to invite you to read this report and gain insight into the industry and one of its most important transactions in recent years.

This week, we are thrilled to release a report from our M&A team focusing on Capital One's acquisition of Discover Financial Services, uniting two of the largest credit card companies in the United States to advance Capital One’s goal of building a global payments technology company. Led by Mitchell Sim, our M&A Analysts — Yit Tam, Amit John, and Kanishk Toshniwal — aim to explain the potential of the combined entity in the evolving world of consumer banking. This comprehensive report includes an analysis of Capital One, its products and its place in the US banking industry. The transaction itself is analysed in the context of regulatory hurdles, additional value creation and other factors. We'd like to invite you to read this report and gain insight into the industry and one of its most important transactions in recent years.

Until the early 2000s, discussions surrounding global population trends primarily centred on alarming projections of overpopulation, which were predicted to lead to shortages of food and other essential resources. In recent years, however, the general public and economists alike have shifted their focus towards the implications of steadily declining fertility rates and their economic consequences. Our Macro Analysts Pilar Ruiz, Dhir Patel, Mohammed Yusuf, Daniel Maendel, and Sharjeel Towfique Khatri, under the guidance of Samantha Whitten, explain how this recent phenomenon of declining fertility rates will permanently change the economy. Click the document to read the full report and share your thoughts in the comments.

This week, we are thrilled to release a report from our M&A team focusing on Cisco's acquisition of Splunk, a portfolio company under Partners Group. This acquisition is the focal point of our analysis. Led by Vasileios Vogiatzis, our M&A Analysts—Lala Samoiliuk, Amit John, and Kanishk Toshniwal—have conducted a thorough analysis of this intricate industry. They highlight the potential growth opportunities and challenges stemming from this acquisition. This comprehensive report is essential for anyone interested in how technology conglomerates are trying to keep up with the new wave of start-ups and their innovative solutions through new acquisitions.

This week, we are delighted to publish a report from our M&A team in a completely new, more comprehensive format! Pending regulatory approval, Nippon Steel is set to acquire US Steel, the second-largest steel producer in the US, in a $14.1 billion deal. Under the guidance of Mitchell Sim, our M&A Analysts Yit Tam and Davit Harutyunyan have prepared an extensive analysis of this complex industry and the potential growth and challenges resulting from this acquisition. This report is a must-read for anyone interested in industrials and tangled cross-border deals, and we warmly welcome you to familiarise yourself with it.

Since the Second World War, the US dollar has maintained its position as the primary international reserve currency. However, the increasing prominence of other foreign currencies, particularly the Chinese Yuan, may soon challenge its dominance. Our Macro Analysts Pilar Ruiz, Dhir Patel, Mohammed Yusuf, Daniel Maendel, and Sharjeel Towfique Khatri, under the guidance of Samantha Whitten, delve into how China leverages its currency to achieve global supremacy. We invite you to explore this report for a comprehensive understanding of the potential for the Yuan to emerge as the next world reserve currency and its significance for the Western world. Click the document to read the full report and share your thoughts in the comments.

Oil and gas aren't going away anytime soon - this thesis is best proven by the sheer amount and scale of transactions in this industry, with comprehensive growth plans underpinning management's acquisition decisions. Our M&A Analysts Lala Samoiliuk, Yit Tam, Kanishk Toshniwal, Amit John and Davit Harutyunyan have written about Crescent Point's $1.86 Billion Acquisition of Hammerhead Energy under the guidance of Mitchell Sim and Vasileios Vogiatzis. We invite you to read this report to gain insight into how energy companies plan and execute deals in this complex industry. Click the document to read the full report and share your thoughts in the comments.

We are starting the New Year strong with a new report from our Macro team! Between contactless payments, cryptocurrency scams, online banks and blockchain promises, the impact of the Fintech Revolution on our lives and the Banking industry is paramount. Our Macro Analysts Pilar Ruiz, Dhir Patel, Mohammed Yusuf, Daniel Maendel, and Sharjeel Towfique Khatri, under the guidance of Samantha Whitten, explain how the Fintech Revolution transforms and disrupts the Banking and Financial Services industries. We invite you to read this report to gain insight into what was happening in the Fintech space in the last few years and what the future will bring. Click the document to read the full report and share your thoughts in the comments.

We are starting the New Year strong with a new report from our Macro team! Between contactless payments, cryptocurrency scams, online banks and blockchain promises, the impact of the Fintech Revolution on our lives and the Banking industry is paramount. Our Macro Analysts Pilar Ruiz, Dhir Patel, Mohammed Yusuf, Daniel Maendel, and Sharjeel Towfique Khatri, under the guidance of Samantha Whitten, explain how the Fintech Revolution transforms and disrupts the Banking and Financial Services industries. We invite you to read this report to gain insight into what was happening in the Fintech space in the last few years and what the future will bring. Click the document to read the full report and share your thoughts in the comments.