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S&P Global ($SPGI, $476.83): A Titan of Data Is Born

Key Takeaways

S&P Global ($SPGI) is one of the “big three” rating agencies and is an established and leading provider of financial data solutions.US Regulators have just conditionally approved a merger with IHS Markit. We believe this is a bullish catalyst, and savings from synergies may be underestimated by consensus.The company has four divisions and multiple opportunities for growth. Notably, the management and firm have a solid track record of delivering to shareholders over the ...

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