Descente (8114 JP): Itochu’s (8001 JP) Light Pre-Conditional Offer
Securing the required acceptance rate could prove challenging as the offer price is light. There is a reasonable chance the shares will trade above...
304 Views
Amer Sports IPO: The Bear Case
The bear case rests on ball and racquet sports’ deteriorating performance, EBIT margin not materially improving under the consortium’s ownership,...
517 Views
Amer Sports IPO: The Bull Case
The bull case rests on the rapid growth and gross margin improvement under the consortium's ownership, along with technical apparel and outdoor...
636 Views
🇯🇵 JAPAN • Revisions & Results 22nd April - Timelines + JAL/ZOZO/Mizuno/CyberAgent
TIMELINES - The excellent timelines prepared by @Marco_Piani provide a novel interpretation of Japan's 'rank' in the progression of COVID-19 on...
349 Views
Descente Descended and Itochu Angle Is More Hostile
Descente Ltd (8114 JP) has been in the press quite a bit in recent days with management commentary about how the company and directors disagree...
719 Views