Daily Brief Industrials: Singapore Post, TAL Education, Ambipar Emergency Response, GiG Works and more

• Singapore Post (SPOST SP) is selling its key asset, Australian-based Freight Management Holdings (FMH), for an enterprise value of S$897.6mn, which will generate a gain on disposal of S$312.1mn.
• SingPost will apply the proceeds to paring down its Aussie dollar-denominated debt. SingPost will also consider, in due course, the payment of a special dividend.
• Once the FMH transaction completes, the board will “review and reset the Group’s strategic plan, with a continued focus on shareholder value“.

• The author presents an analysis of TAL Education Group, highlighting its low valuation and steady growth among Chinese ADRs
• TAL has a current market cap of $4.5B, net cash of $3.8B, and generated $200m in operating cash flow in the last quarter
• The company is projected to have $4.5B in net cash by the end of 2025, with revenue expected to grow at a 30% CAGR and reach over $2.5B with a 15% operating margin by 2026

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• AMBI, US-listed subsidiary of Ambipar Group, is undervalued compared to its parent company AMBP3
• AMBI offers potential for investors to take advantage of mispricing in the environmental emergency response sector
• Ambipar Group is a global leader in environmental management and emergency response services, emphasizing sustainability and innovation

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• GiG Works reported FY10/24 revenue of JPY25.4bn, a 4.0% YoY decline, with all profit categories posting losses.
• The Sharing Economy business achieved YoY revenue and profit growth, while other segments experienced declines and operating losses.
• FY10/25 forecasts include JPY24.9bn revenue, JPY180mn operating profit, and a JPY2 per share annual dividend.