PAG Pre-IPO - The Negatives - Planned Reorg Doesn't Sound Great
PAG aims to raise around US$2bn via its Hong Kong IPO. In this note, we talk about the not so positive aspects of the deal.
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Updating Our FVE for Janus to Account for 10-1 Reverse Split and Currency Changes
On Oct. 3, 2016, Henderson Group entered into a merger agreement with Janus Group PLC. As part of that merger, a subsidiary will merge with Janus...
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Janus' Merger with Henderson Group Raises More Questions Than Answers; Expect to Increase FVE
While we are likely to raise our fair value estimate, we expect to retain our narrow moat rating for Janus Capital Group Inc (JNS US) following the...
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