Razer's Offer Spread Risk/Reward – Takeaways from Logitech’s Investor Day
Logitech’s investor day on 3 March underscores Razer’s opportunity. Current deal probability implies broadly a 50/50 chance of success with a gross...
471 Views
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...
302 Views
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...
407 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...
543 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...
223 Views