BAYN trade ideas
BAYER (BAYN) The 40 bn dollars bid for Monsanto, if agreed, would be one of the major blockbuster in agrochemical and seeds.
The market share by sales will be 24.6% of the market for the Argichemicals unit, and 30.2% for the Seeds unit, with a synergies of about 1.5 bn euro by 2020. We do not exclude the intervention of BASF to complete the offer and the subsequent division of market share.
