In today’s briefing:
- Zen Technologies: Building a Strong Moat in Indian Defence Theme
- Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L’Occitane
Zen Technologies: Building a Strong Moat in Indian Defence Theme
- Zen Technologies (ZEN IN) expands product range to drones, anti-drone systems, and medical simulators, enhancing opportunities beyond government contracts.
- Strong order book of Rs 1,401 crore, significant R&D investment, and government support for indigenous defence manufacturing drive growth.
- Zen Technologies (ZEN IN) diversified product portfolio and strategic government support position it well for significant growth in the defence and simulation markets.
Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L’Occitane
- There is Japan Post Bank (7182 JP) buyback risk that might cause Japan Post Holdings (6178 JP)/JPB unwinds; though probably a H2 risk.
- Great Eastern Holdings (GE SP) has consistently traded through OCBC (OCBC SP)‘s Offer terms. Someone appears to be accumulating a stake to block an Exit/Delisting Offer, and force a bump.
- L’Occitane (973 HK)‘s scrip pre-condition has been satisfied. But still the Offeror prevaricates.
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