QXO swoop fails to impress Rexel

17/09/24 -"Rexel rejected a $9.4 bn bid from QXO, claiming it undervalued the company. Though underpinned by clear strategic rationale, QXO’s approach came across as opportunistic at ~2% below Rexel’s all-time ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

17/09/24

Download

You may also be interested by these reports :

12/08/25

CECONOMY

Increase of TP due to the take-over offer – Add confirmed

07/08/25

Galenica

Galenica turned in a good H1 2025 performance, with sales climbing 5% to CHF 1,995.4 million, outpacing the Swiss pharma market’s 4.8% growth. ...

07/08/25

Avolta

Avolta’s H1 performance aligned with analysts’ expectations. While North America remained broadly flat due to softer US traffic and a slowdown in ...

06/08/25

Marks & Spencer

The sharp earnings erosion in the short term has weighed on our peer-based valuation. Nevertheless, we remain positive as the reshaping strategy is ...

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue