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Global Equity Research Ltd
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bullish
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JX Advanced Metals
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18 Feb 2025 08:40
JX Advanced Metals (5016 JP) IPO: The Bull Case
The bull case rests on its leading market position, focus businesses’ improving performance, improving profitability, shift to cash generation, and...
Arun George
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519 Views
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bullish
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Shinko Electric Industries
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17 Feb 2025 17:36
Shinko Electric (6967 JP): JIC’s Tender Offer on the Home Stretch
The precondition is satisfied, and the tender offer is from 18 February to 18 March (20 business days). Deal fatigue and the derating of Ibiden...
Arun George
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783 Views
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bullish
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Tam Jai International
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17 Feb 2025 17:25
Tam Jai (2217 HK): Toridoll (3397 JP)’s Scheme Privatisation at HK$1.58
The offer price is final. While 53% below the IPO price, the offer is attractive compared to peer multiples and historical trading ranges. This is...
Arun George
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893 Views
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bullish
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Base Food
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17 Feb 2025 08:51
Base Food (2936 JP): Partial Tender Offer at JPY688
The partial offer has no minimum acceptance condition, and the price is reasonable. The estimated minimum proration is 21.43%.
Arun George
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342 Views
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bullish
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Soundwill Holdings
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17 Feb 2025 07:41
Soundwill Holdings (878 HK): Privatisation from the Controlling Shareholder?
The controlling shareholder is likely considering a Bermuda scheme. While no disinterested shareholder holds a blocking stake, the headcount test...
Arun George
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297 Views
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