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UT Group Co Ltd (2146 JP)
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24
Analysis
Information Technology
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Japan
UT Group Co., Ltd. is a holding company. The Group specializes in semiconductor and LCD (Liquid Crystal Display) related products and provides outsourcing services to electronics manufacturers.
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bullish
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Outsourcing Inc
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19 Feb 2024 19:02
Outsourcing (2427 JP): The Weak 4Q Unlikely to Deter Bain
Our take is that the results will not warrant a change in the IFA's DCF valuation or breach a pre-condition, suggesting Bain maintains terms. The...
Arun George
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299 Views
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bullish
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Outsourcing Inc
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14 Feb 2024 17:20
Outsourcing (2427 JP): Keep Calm or Worry About the Earnings Delay?
Persol's guidance cut today suggests a potentially weak 4Q reflects near-term industry weakness. The ongoing impairments are a valuable cover for...
Arun George
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519 Views
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bullish
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Pasona Group
•
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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501 Views
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bearish
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Outsourcing Inc
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01 Feb 2024 00:04
Outsourcing (2427 JP): Tender Start Delayed, but Does Bain Need to Bump?
Barring the emergence of an activist, Bain will likely keep the offer unchanged. The risk/reward profile is unattractive as the downside (estimated...
Arun George
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414 Views
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bullish
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Outsourcing Inc
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10 Dec 2023 21:18
Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755
Despite the 52% premium, the offer is light and opportunistically timed. Meeting the minimum acceptance condition could prove challenging.
Arun George
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543 Views
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