This topic contains 14 replies, has 15 voices, and was last updated by 1 month ago.
January 28, 2021 at 1:41 am #116535February 9, 2021 at 1:24 pm #116955February 9, 2021 at 7:48 pm #116972
Amy Stutzman FortnaParticipant
Oil and gas should have some if commodity prices continue to increase. Consolidation is needed in this sector.February 11, 2021 at 3:37 pm #117042
O&G specifically is a good one – agree consolidation is needed. This will likely be the NOC’s / drillers and value producers than the major IOC’c as they are even stating how they are winding down production and spending on more greener energy production, opposed to fuel production.
The energy sector as a whole will see another wave soon and specifically Solar and on-shore Wind will have the highest in deals and a knock-on-effect to power infrastructure (Storage, T&D) will follow.
IanSFebruary 11, 2021 at 5:00 pm #117048
Right now you are seeing a lot of activity in the tech industry primarily followed up by the pharma industry in 2021.February 14, 2021 at 10:11 am #117099
Edwin Ng, CFA, CAParticipant
In Singapore, there may be an uptick in outbound M&A due to the introduction of the Variable Capital Companies Act (VCC) in Jan 2020. Fuelled by the MAS grant scheme, which subsidises the costs of establishment or re-domiciliation of funds, fund managers in Singapore are strongly incentivised to co-locate their funds in Singapore. The increase in activity in the funds’ space may well lead to an update in M&A activity in Singapore.February 20, 2021 at 7:08 pm #117310
Technology companies would likely see the largest amount and number of M&A followed by pharma companies due to the global pandemic.February 21, 2021 at 7:29 pm #117317
From the trends so far during Covid, Healthcare and Tech seem to be the two industries. Those companies who want to create significant long-term value post-COVID-19 will start looking for acquisition targets to buy. This is the perfect time to buy as the market is volatile because of the uncertainty and the interest rates are at historic lows, which should then make more funds available for acquisition. EV market is another big one and a lot of ancillary industries around it are showing a need to raise capital and a merger through SPAC is becoming a great proposition for them.February 25, 2021 at 3:38 pm #117611
Yoke Chang TanParticipant
I thought the airline industry. We may start to see more low cost carrier exiting / acquired by full cost carriersMarch 14, 2021 at 11:01 am #118181
I think tech firms will see the most m&a, given the high valuations at the momentMarch 21, 2021 at 4:17 pm #118348
Certainly Tech, as many firms are using M&A as R&D and seeking to access technologies they don’t have inhouse.
Possibly there may be an uptick in the tourism industry, including airlines, as the continued reduced activity results in consolidation.
I think this is likely in retail as well.March 26, 2021 at 4:56 pm #118486
tech (IT) and biotech likely to soarMarch 30, 2021 at 11:25 pm #118611March 31, 2021 at 8:28 pm #118649
As many companies are working on the readiness post-crisis, and currently, the M&A market is super warmed, with tech and specialized digital companies presenting higher valuations and acquirers willing to pay premium prices for them.
From the acquirer end, I see Financial Services and CPG as investing more in building this digital capability through acquisitions.April 7, 2021 at 9:14 am #118755
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