Kanematsu Electronics (8096 JP): JPY6,200 Tender Offer from Kanematsu Corporation
The tender offer is attractive as it represents an all-time share price high and a premium to peer multiples. This suggests a done deal.
464 Views
Fujitsu (6702) Buyback Just Getting Started
Fujitsu announced their buyback many months ago (late April 2022) but bought nothing til last month when they were 15%. Expect 11-15% of volume...
500 Views
Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
174 Views
Simplex Holdings IPO - Valuation Looks Ok, past Performance Will Weigh on Sentiment
Simplex Holdings’ shareholders aim to raise up to US$304m via selling some of their stake in the company. Simplex has consistently been ranked...
231 Views
Simplex Holdings Pre-IPO - Peer Comp, Valuation - Lagging in Size but Leading in Growth and Margins
Simplex Holding’s shareholders aim to raise around US$300m via selling some of their stake in the company. Simplex has consistently been ranked...
201 Views