Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Today during trading hours, when minor Fujitsu subsidiary <a href="https://www.smartkarma.com/entities/12423" target="_blank" data-smartkarma-citation="entities:12423:1">Fujitsu Component (6719 JP)</a> which makes communications equipment and connectors announced Q1 earnings and raised its full-year and half-year guidance for net profit (only item changed was net profit), the company also <a href="http://www.fujitsu.com/jp/group/fcl/documents/finance/2018/20180726-1.pdf" target="_blank">announced</a> that private equity fund Longreach (and its Bidco Founder's Consultants Holdings) had reached an agreement with <a href="https://www.smartkarma.com/entities/16968" target="_blank" data-smartkarma-citation="entities:16968:1">Fujitsu Ltd (6702 JP)</a> to conduct a Tender Offer on Fujitsu Component in order to take it over and…

Today during trading hours, when minor Fujitsu subsidiary Fujitsu Component (6719 JP) which makes communications equipment and connectors announced Q1 earnings and raised its full-year and half-year guidance for net profit (only item changed was net profit), the company also announced that private equity fund Longreach (and its Bidco Founder's Consultants Holdings) had reached an agreement with Fujitsu Ltd (6702 JP) to conduct a Tender Offer on Fujitsu Component in order to take it over and…

Fujitsu Component - Looks Easier Than It Is

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, <a href="https://www.smartkarma.com/entities/minth-group-ltd" target="_blank" data-smartkarma-citation="entities:9232:1">Minth Group Ltd (425 HK)</a> has made the necessary investment teaming up with Fujitsu for automotive camera module as well as a constant investment on aluminum's R&amp;D for a lighter car body part, which proves to be quite an effective way to increase fuel efficiency that will reduce carbon emission.  With international customers such as Daimler, BMW, VW, Fiat, Toyota, Peugeot, Ford, Suzuki and in China GAIC, Great Wall, Minth holds a steady position in the car manufacturing value chain and known as the trusted exterior body parts provider as well as an aluminum product that help to reduce car's body weight. As the world is moving towards an autonomous driving and a more eco-friendly car, Minth is well positioned to be the key beneficiary of this trend.Despite their position as market leader on the producer of exterior body parts, Minth is only trading at 20x earnings. Once their investment in automotive camera module starts producing a return, the stock should trade at a higher valuation than it is now.

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made the necessary investment teaming up with Fujitsu for automotive camera module as well as a constant investment on aluminum's R&amp;D for a lighter car body part, which proves to be quite an effective way to increase fuel efficiency that will reduce carbon emission.  With international customers such as Daimler, BMW, VW, Fiat, Toyota, Peugeot, Ford, Suzuki and in China GAIC, Great Wall, Minth holds a steady position in the car manufacturing value chain and known as the trusted exterior body parts provider as well as an aluminum product that help to reduce car's body weight. As the world is moving towards an autonomous driving and a more eco-friendly car, Minth is well positioned to be the key beneficiary of this trend.Despite their position as market leader on the producer of exterior body parts, Minth is only trading at 20x earnings. Once their investment in automotive camera module starts producing a return, the stock should trade at a higher valuation than it is now. 

When Your Car Needs to Go on Diet - Call Minth

Japan

Fujitsu Component Ltd. manufactures relays for communication equipment, connectors, and computer peripheral equipment. The Company was established jointly by Takamizawa Electric and Fujitsu Takamisawa Component.

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Fujitsu Component (6719 JP)

Fujitsu Component - Looks Easier Than It Is

Today during trading hours, when minor Fujitsu subsidiary Fujitsu Component (6719 JP) which makes communications equipment and connectors announced...

Travis Lundy

When Your Car Needs to Go on Diet - Call Minth

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made...

Henry Soediarko

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