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Global Equity Research Ltd
Uncompromised, Independent, Conflict-Free Research
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bullish
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L'Occitane
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02 Jul 2024 00:37
L’Occitane (973 HK): Conditional Offer Opens
The scrip option, an attractive offer and no vocal opposition should facilitate achieving the minimum acceptance condition. At the last close, the...
Arun George
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278 Views
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bullish
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Hollysys Automation Technologies
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01 Jul 2024 20:55
Hollysys (HOLI US): Ascendent Finally Obtains Regulatory Approvals
The two remaining conditions required for close are the maximum dissenting cap (should be waived) and minimum net cash condition (satisfied). At...
Arun George
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275 Views
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bearish
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Sanil Electric
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01 Jul 2024 20:03
Sanil Electric IPO: The Bear Case
The bear case rests on rapidly slowing growth, high customer concentration, mid-tier revenue growth and mid-tier FCF margin compared to peers.
Arun George
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210 Views
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bullish
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Shanghai Henlius Biotech
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01 Jul 2024 00:27
Merger Arb Mondays (01 Jul) - Henlius, China TCM, GA Pack, CPMC, Asia Cement, Great Eastern
This week, the highest gross spreads are HEC Pharma (121.3%), China TCM (26.7%), Hollysys (22.5%), Ansarada (13.1%), Asia Cement China (12.6%), A8...
Arun George
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369 Views
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bullish
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China Traditional Chinese Medicine
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30 Jun 2024 00:17
Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG, Aisin, Sanil, Shift Up
Last week, notable developments occurred in Event-Driven (China TCM, Henlius, Midea Real Estate, Best World) and ECM (Sanil, Shift Up, Aisin, MMG).
Arun George
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387 Views
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