Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
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SATS: If Three Different P/E Firms Can't Create Value for 8 Years, Can SATS?
SATS is buying WFS and attempting to do what no PE firm could do for the last 8 years: create value at WFS. Can SATS be different?
445 Views
The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
186 Views
Weekly Deals Digest (02 Oct) - SATS, Jinke Smart, EVOC, Fengxiang, Tassal, MACA, Growatt, CALB
Last week, notable developments occurred in Event-Driven (SATS, Jinke Smart, EVOC, Fengxiang, Tassal, MACA, Nearmap, Ramsay, Infomedia) and ECM...
353 Views
SATS Agrees to Acquire WFS for an EV of S$3.1 Billion
The uncertain structure and timing of the equity raise will be a short-term overhang. Nevertheless, assuming no synergies, our pro-forma price per...
436 Views