ENTITY
G J Steel

G J Steel (GJS TB)

3
Analysis
MaterialsThailand
G J Steel PCL manufactures hot-rolled coils (HRC) which are used in many downstream industries including structural steel, container, steel pipe, and gas tank industries.
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bullishG J Steel
22 Feb 2022 14:34

GJ Steel: Nippon Steel’s Offer Opens On The 23 February

At THB 0.58/share, I see the gross/annualised spread at 1.4%/15.3% assuming 31 March completion. This transaction is done.

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bullishG J Steel
14 Feb 2022 12:38

GJ Steel: Nippon Steel’s Mandatory Offer One Step Closer

This transaction is done. The share price is up 3.6% today. I see the gross/annualised spread at 1.5%/10.9% assuming early April completion. That's...

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bullishG J Steel
24 Jan 2022 16:58

Nippon Steel's Mandatory Offers For Thailand's GJ Steel and G Steel

This looks done - play the spread here. I see the gross/annualised spread at 3.2%/14.4% assuming late Paril completion. That looks okay for what...

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