Equity Report

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$EA #PIF #gaming #merger #FSR #antitrust Full reporting here: equityreport.co.uk/european-games…

European games developers who expressed concerns over the planned US$55bn acquisition of Electronic Arts by a consortium led by Saudi Arabia's PIF are not looking to engage further in the process, a source involved in the matter told @equityreportuk.

$EA #PIF #gaming #mergers #antitrust Log in or request a subscription here to read the details: equityreport.co.uk/ec-thought-to-…

The EC has been analysing the vertical relationship between an esports company owned by a subsidiary of Public Investment Fund (PIF), which is the main investor in the planned US$55bn takeover of Electronic Arts (EA), and the target, said a source with knowledge of the case.

The source, however, did not completely rule that the FTC may want to examine other potential theories of harm. Log in or subscribe to read the full report: equityreport.co.uk/mccormick-unil… $MKC $ULVR #food #mergers #antitrust

“At first glance, you don’t see two brands sitting next to each other as first or second choices for consumers in the same category,” the lawyer said. “That usually drives enforcement, and it’s not obvious here.”

The planned US$44.8bn merger between American food company McCormick and Unilever’s food business is unlikely to trigger major antitrust concerns in the US, according to a Washington-based antitrust lawyer with an expertise in food mergers.

Chinese e-commerce company JD.com is due to refile its planned takeover of Germany’s Ceconomy with the Austrian Federal Ministry of Economy, Energy and Tourism by next week, a source briefed on the process told @equityreportuk. $JD #Ceconomy #consumer #mergers

According to the European Commission (EC) website, a foreign subsidies regulation (FSR) filing for the deal was withdrawn during a preliminary review on 15 April. Log in or subscribe to read the report: equityreport.co.uk/poste-italiane… #PosteItaliane #TIM #telecoms #mergers #antitrust

Poste Italiane and TIM will schedule a meeting to further discuss Poste’s €10.8bn (US$12.7bn) proposed takeover offer for TIM after the target’s appointment of legal and financial advisers, which was announced earlier this week, a person briefed on the process said.

#Energy #oilandgas #MiddleEast #Egypt If you are not yet a subscriber, request access to the full report here: equityreport.co.uk/energy-majors-…

In recent speeches and interviews with @equityreportuk, senior executives at major oil and gas companies said they are betting on Eastern Mediterranean expansion amidst ongoing supply chain disruption, emphasising the central role of LNG to global energy security.

Full story here: equityreport.co.uk/information-re…

Australia’s mandatory merger control regime is largely meeting expectations, with over 90% of decisions issued within 20 business days since 1 January 2026.  However, local antitrust lawyers warn of rising time and costs to prepare filings. #Australia #mergers #antitrust

Log in or subscribe to read the full report: equityreport.co.uk/ec-filing-proc… $AXTA $AKZOY #coatings #mergers #antitrust

AkzoNobel and Axalta are still engaged in pre-notification discussions with the European Commission (EC) and several other jurisdictions, with the process aligning with internal timelines, a source briefed on the matter told @equityreportuk last week.

Full story here: equityreport.co.uk/italian-fdi-la…

From a lack of transparency to irrelevant filings, Italian foreign direct investment (FDI) lawyers have flagged several concerns about the country’s golden power regime aimed at protecting Italian assets on national security grounds. #goldenpower #FDI #mergers #Italy #EC

$TTM #Iveco #auto #mergers #shareholderactivism equityreport.co.uk/top-ten-iveco-…

A top ten investor in Italian commercial vehicle maker Iveco Group, which is in the process of being acquired by Indian peer Tata Motors following the recent closing of the sale of its defence business to Leonardo, deems the takeover offer “too low”, @equityreportuk has learned.