Report
EUR 1140.00 For Business Accounts Only

HPE, Updated Analysis, Spin-Merger With MCRO LN, Whitman's Value Creation


  • The Edge Continues to Recommend Investors to Initiate a Position in HPE near $16.50 & Add at Dips
  • Meg Whitman Creates the Game Plan to Transform HPE's Core Biz with the Launch of New Products & Initiatives
  • Antonio Neri, the Newly Promoted President at HPE, Will Supervise the Growth at New Initiative "HPE Next"
  • Institutional Buying in HPE Reflects Confidence in Value Creation Opportunities
  • Management Compensation of HPE & MCRO Tied to Key Financial Metrics
  • HPE Potential Upside: +18% (Base Case, Pre-Spin) / MCRO (Merged Entity) Provides Limited Upside Opportunities as Transaction Benefits are Largely Priced-In
  • Expected September 1, 2017 Spinoff
  • HPE is a Current Model Portfolio Holding


Underlying
Hewlett Packard Enterprise Co.

Hewlett Packard Enterprise is a technology company. The company's segments are: Hybrid IT, which provides a portfolio of infrastructure and solutions including servers, storage, and HPE Pointnext services; Intelligent Edge, which is comprised of cloud solutions that include wireless local area network, campus and data center switching, software-defined wide-area-networking, security, and associated services to enable secure connectivity; Financial Services, which provides investment solutions for customers that facilitate technology deployment models; and Corporate Investments, which includes Communications and Media Solutions, Hewlett Packard Labs and certain business incubation projects.

Provider
The Edge Group LLC
The Edge Group LLC

The Edge Group - Global Fundamental Catalyst Investing. The Edge provides investors with access to hidden corporate value from Global Special Situations using a pioneering approach to investments. Founded in 2005 by fund management and investment banking professionals to provide high quality, private equity-level research on Global Corporate Divestitures for the benefit of fundamental event-driven, growth and value-oriented investors in this difficult to track, but proven investment space.

The Edge will look to screen and analyze include Spinoffs; Reverse Morris Trusts; Squeeze Outs; Privatizations; Demutualization; Deep Discounted; Rights Issues; Rights Offering; Restructuring; Insider Purchases / Buying Change of Management / CEO Change; Deteriorating fundamentals; Post-Bankruptcy; Reorganization; Tender Offer; M&A Deals; Secondary Offering; Share Swap; Thrift Conversions; Share Buybacks; Activist; Mergers. All analyzed from a fundamental point of view.

 

 

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