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Global Equity Research Ltd

Global Equity Research Ltd
Uncompromised, Independent, Conflict-Free Research

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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...

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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...

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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...

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bullishBase Food
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%.

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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...

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