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bullish
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Doosan Bobcat Inc
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22 Jul 2024 18:36
Robotics+Bobcat Merger: Merger Ratio Revision Possibility & Arb Spread Recalculations
This post explores the potential revision of the Doosan Robotics & Bobcat merger ratio and recalculates the resulting arb spread.
Sanghyun Park
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28 Views
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bearish
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Ryanair Holdings
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22 Jul 2024 18:21
Ryanair – FY25 Weakness Suggests a “normalization” and Prompts Structural Industry Questions
We publish detailed analysis on Ryanair's pessimistic outlook, highlighting that FY25's performance simply reflects a normalization, and...
Neil Glynn
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20 Views
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bullish
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Nippon Yusen Kk
•
22 Jul 2024 17:54
Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital Return Eventually
Nippon Yusen today set H1 and FY guidance higher. Revenues, OP, RP, and NP all higher with the bulk of the improvement in containers, but the H1/H2...
Travis Lundy
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43 Views
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bullish
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Arwana Citramulia
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22 Jul 2024 09:30
Arwana Citramulia (ARNA IJ) - Top Notch Industrial with a Catalyst
Arwana continues to expand its capacity into higher-margin porcelain tiles, which will help to drive future growth and profitability. Valuations...
Angus Mackintosh
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152 Views
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bearish
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Thematic (Sector/Industry)
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22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
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113 Views
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