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Intage Holdings (4326 JP)
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14
Analysis
Consumer Discretionary
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Japan
Intage Holdings Inc provides marketing research services, marketing system solutions, and consulting services.
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bullish
•
Macromill, Inc
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14 Nov 2024 20:28
CVC Offers ¥1150 for Macromill (3978) - Wrong Price, Wrong Register - Expect Activism or An Overbid
PE Firm CVC is launching a Tender Offer to buy out digital marketing agency and market research provider Macromill. Horrible transparency, low...
Travis Lundy
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445 Views
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bullish
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Macromill, Inc
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14 Nov 2024 16:32
Macromill (3978 JP): CVC’s Light Tender Offer at JPY1,150 Begs for Activism
The lack of an irrevocable, open shareholder register and large foreign institutions' shareholding increases the odds of activism to force a bump.
Arun George
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343 Views
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bullish
•
Appier Group
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28 Feb 2024 11:28
TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023
This insight (from Feb 2023) discusses the annual TOPIX Liquidity Factor (LF) removal event (which we call the "Big April Basket"). It might be a...
Janaghan Jeyakumar, CFA
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718 Views
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bullish
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Pasona Group
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08 Feb 2024 23:58
Pasona (2168) - Less Wrong Than Before But How Wrong Still Depends on Nambu-San
Pasona will get its bundle of cash selling Benefit One. That will leave ~¥135bn of net cash against a ¥60bn match-off of prepays vs A/R vs a ¥107bn...
Travis Lundy
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514 Views
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bullish
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Intage Holdings
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23 Sep 2023 11:49
NTT's Partial Offer for Intage (4326) Part Deux - Refining Pro-Ration Expectations
When I wrote this, 9 out of 11 cases presented, including my base case, had NAVF-held shares being tendered (whether they sell, or they tender)....
Travis Lundy
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1.1k Views
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