Razer's Offer Spread Risk/Reward – Pre-Conditions Fulfilled
While the privatisation's success benefits from the de-rating of technology shares, it is also undermined by Logitech’s strong 3Q. We would be...
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Razer's Offer Spread Risk/Reward
The gross spread to the HK$2.82 per share offer has retouched the high of 23%. In the event of a failed deal, the strong fundamentals provide solid...
402 Views
Razer’s Privatisation Bid by Founders and CVC
While the HK$2.82 per share offer will leave many disappointed (such as IPO investors), it is reasonable compared to historical share prices and...
538 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Razer Dares to Look Sharp
Razer released its 1H20 results after market close. Overall, we think the 1H20 suggests that Razer is finally heading in the right direction due to...
437 Views