Category

Daily Briefs

Apr 07
0

Daily Brief Japan: Kokusai Electric , JSR Corp, Yaskawa Electric, Rakuten and more

By | Daily Briefs, Japan

In today’s briefing:

  • Weekly Deals Digest (07 Apr) – Kokusai Electric, HD Hyundai Marine, Langham, Jastec, JSR, Best World
  • (Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex Power
  • Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle
  • Last Week in Event SPACE: JSR, Austal, Rakuten, Hyundai Home Shopping, Hanmi Science

Weekly Deals Digest (07 Apr) – Kokusai Electric, HD Hyundai Marine, Langham, Jastec, JSR, Best World

By Arun George

(Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex Power

By David Blennerhassett

Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle

By Scott Foster

  • The outlook for factory automation is improving with inventory clearance, the upturn in the semiconductor industry and an AI-enhanced response to the labor shortage.
  • Yaskawa’s margins should continue to rise with renewed growth in Robotics, efficiency gains and an upgraded product line. 
  • Valuation stretched at 30x EPS guidance for FY Feb-25, but current weakness looks like a long term buying opportunity.

Last Week in Event SPACE: JSR, Austal, Rakuten, Hyundai Home Shopping, Hanmi Science

By David Blennerhassett

  • Murakami to tender stake in JSR Corp (4185 JP)? Maybe the “double arb”: i.e. short on swap, long on cash, will tender the cash, remain short the back end.
  • Austal Ltd (ASB AU) rejected (for now) Hanwha Ocean (042660 KS)‘s bid based on regulatory concerns.  Hanwha reckons these should not be an issue.
  • If you can tolerate owning the mobile biz, buy Rakuten (4755 JP) on dips. If not, avoid Rakuten Group and Rakuten Bank short-term; buy Rakuten Bank on larger dips.

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Apr 07
0

Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Austal and more

By | Daily Briefs, Event-Driven

In today’s briefing:

  • (Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex Power
  • Last Week in Event SPACE: JSR, Austal, Rakuten, Hyundai Home Shopping, Hanmi Science

(Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex Power

By David Blennerhassett

Last Week in Event SPACE: JSR, Austal, Rakuten, Hyundai Home Shopping, Hanmi Science

By David Blennerhassett

  • Murakami to tender stake in JSR Corp (4185 JP)? Maybe the “double arb”: i.e. short on swap, long on cash, will tender the cash, remain short the back end.
  • Austal Ltd (ASB AU) rejected (for now) Hanwha Ocean (042660 KS)‘s bid based on regulatory concerns.  Hanwha reckons these should not be an issue.
  • If you can tolerate owning the mobile biz, buy Rakuten (4755 JP) on dips. If not, avoid Rakuten Group and Rakuten Bank short-term; buy Rakuten Bank on larger dips.

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Apr 07
0

Daily Brief ECM: Weekly Deals Digest (07 Apr) – Kokusai Electric and more

By | Daily Briefs, ECM

In today’s briefing:

  • Weekly Deals Digest (07 Apr) – Kokusai Electric, HD Hyundai Marine, Langham, Jastec, JSR, Best World
  • Rubrik IPO Preview and Valuation Analysis: 2024’s Hottest SaaS Investment Opportunity

Weekly Deals Digest (07 Apr) – Kokusai Electric, HD Hyundai Marine, Langham, Jastec, JSR, Best World

By Arun George

Rubrik IPO Preview and Valuation Analysis: 2024’s Hottest SaaS Investment Opportunity

By Andrei Zakharov

  • Rubrik, a leading VC-backed security software company, filed for a long-awaited IPO in the United States, with Goldman Sachs, Citigroup, Barclays and Wells Fargo leading the offering. 
  • The technology company is focused on data protection and helps organizations to protect their data and recover it in case of cyberattacks.
  • Rubrik was founded by Bipul Sinha, Arvind Nithrakashyap, Arvind Jain and Soham Mazumdar, and backed by VC investors, including Lightspeed Venture Partners, Greylock Partners and Khosla Ventures.

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Apr 07
0

Top 10 Highlights from the APAC PE, VC and Startup Ecosystem this Week – 07 Apr 2024

By | Private Markets, Smartkarma Newswire

Top ten highlights from the APAC PE, VC, and startup ecosystem this week:

  1. Indonesia Investment Authority partners with Global Infrastructure Partners for infrastructure investments in the country.
  2. Dymon Asia Private Equity is in the market to raise capital for its fourth fund.
  3. Fullerton Fund Management doubles down on Asia’s decarbonisation agenda.
  4. New York State Common Retirement Fund commits $150 million to B Capital’s opportunities vehicle.
  5. Granite Asia is the rebranded GGV Capital Asia.
  6. MDI Ventures intensifies focus on impact and ESG-aligned sectors.
  7. PAG-backed Nuvama Group aims to raise up to $479 million for a crossover fund.
  8. DFC approves a $10 million commitment to India-focused VC firm Iron Pillar.
  9. HealthQuad optimistic about exit opportunities in India despite macroeconomic headwinds.
  10. Bitkraft Ventures launches a $275 million venture fund with allocation for Asian startups.

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