Global event-driven research · Weekly
Screen global special situations each week.
A weekly list of corporate events across 40+ markets, with key terms and source links.
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Situation types
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Knife River Corp.
Activist
KNF (US) · $57.50 · MCAP $3.3B · 9.4x EV/EBITDA
Starboard Value built a stake and urged the board to explore a sale unless Knife River commits to a 22% Adj. EBITDA margin target ahead of the nomination window.
Construction Materials
Source filing ↗
Murakami Corp.
Activist
7292.T (JP) · ¥7,020 · MCAP $526M · Net Cash ~53%
Nippon Active Value Fund and Dalton Investments lifted their joint stake to 9.12% in an amended EDINET filing, pressing for a strategic review, spin-offs, or an MBO.
Auto Parts
Source filing ↗
Thyssenkrupp AG
Spin-Off
TKA.DE (DE) · €14.68 · MCAP $10.2B · 3.2x EV/EBITDA
Completed the 1-for-20 spin-off and Frankfurt listing of TK Accelis at a €1.77B valuation while retaining 51%, with Steel Europe slated as the next separation.
Industrials
Source filing ↗
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| Company ▾ | Ticker | Market ▾ | Type ▾ | Mkt Cap | Fwd P/E | EV/EBITDA | Premium | Catalyst |
|---|---|---|---|---|---|---|---|---|
| Knife River Corp. | KNF | 🇺🇸 US | Activist | $3.3B | 19.8x | 9.4x | – | Starboard 22% EBITDA margin target or sale |
| Murakami Corp. | 7292.T | 🇯🇵 JP | Activist | $526M | 11.4x | 3.8x | – | NAVF + Dalton stake raised to 9.12% (MBO/spin push) |
| Thyssenkrupp AG | TKA.DE | 🇩🇪 DE | Spin-Off | $10.2B | 12.2x | 3.2x | – | TK Accelis 1-for-20 spin debut; Steel separation next |
| D’Ieteren Group S.A. | DIE.BR | 🇧🇪 BE | Strategic | $10.1B | 14.6x | 11.2x | – | Belron stake monetization & capital return review |
| Cementos Pacasmayo | CPAC | 🇵🇪 PE | Tender | $1.1B | 18.0x | 8.3x | +19% | Holcim / ASPI subsequent PTO for remaining 49.99% |
| Alkami Technology | ALKT | 🇺🇸 US | Activist | $1.3B | 11.8x | 12.9x | – | JANA 13D/A private board engagement on capital allocation |
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Built to help investors find the right names faster.
We track filings, company announcements, takeover notices, and activist letters. Use the digest to find situations for further research.
Sources
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