IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

AOF Trading at the Dividend-Adjusted Unaffected Price

Merger Arb Mondays (11 Jul) - Link Admin, Ramsay Health, Giordano, VNET, DTAC/True, Hwa Hong

Merger Arb Mondays (18 Jul) - Link Admin, AOF, DTAC/True, Ramsay Health, ResApp, Infomedia

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

Australian Unity Office Fund / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/australian-unity-office-fund" target="_blank" data-smartkarma-citation="entities:24077:1" rel="noopener">Australian Unity Office Fund (AOF AU)</a> which has had a “for sale” sign up has disclosed an indicative privatisation proposal from Aliro Group, at A$2.45 per unit + permitted distributions. </li>
<li>Hume Partners, the largest unitholder, will vote in favour of the scheme in the absence of a superior offer. However, a relatively concentrated shareholder register poses a risk.</li>
<li>AOF's ongoing engagement with various parties suggests the possibility of a counterbid and/or a bump to Aliro Group’s underwhelming offer.</li>
</ul>



Australian Unity Office Fund (AOF AU) which has had a “for sale” sign up has disclosed an indicative privatisation proposal from Aliro Group, at A$2.45 per unit + permitted distributions. 
Hume Partners, the largest unitholder, will vote in favour of the scheme in the absence of a superior offer. However, a relatively concentrated shareholder register poses a risk.
AOF's ongoing engagement with various parties suggests the possibility of a counterbid and/or a bump to Aliro Group’s underwhelming offer.


Growthpoint Properties Australia (GOZ AU)

AOF’s Efforts to Maximise Value Draws an Offer from Aliro Group