JX Advanced Metals (5016 JP) IPO: Price Range Is Fair
My SoTP valuation of JPY860 is modestly above the IPO price range of JPY810-820, suggesting that the price range is fair.
668 Views
Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
707 Views
Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown
Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...
366 Views
JX Advanced Metals (5016 JP) IPO: Valuation Insights
In this note, we discuss valuation. My analysis suggests that JXAM is attractively valued at the IPO price compared to peer multiples.
505 Views
Merger Arb Mondays (24 Feb) - Seven & I, Proto, Tam Jai, Pentamaster, Vesync, Canvest, Domain
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
565 Views