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

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

<ul>
<li>IFM Investors is seeking to amass a 15% interest in <a href="https://www.smartkarma.com/entities/atlas-arteria-ltd" target="_blank" data-smartkarma-citation="entities:14430:1" rel="noopener">Atlas Arteria (ALX AU)</a> through a combination of total return swaps and physical shares, <a href="https://www.afr.com/street-talk/atlas-arteria-in-departures-lounge-as-ifm-investors-makes-big-move-20220607-p5arso" target="_blank" rel="noopener">according to AFR</a>.</li>
<li>If successful in securing its stake, IFM intends to request due diligence access to judge if it can lob a privatisation proposal. </li>
<li>Jarden, IFM’s broker, was buying shares at A$8.10 a share, a 14% premium to the last close but below the Australian takeover premium range of 20% to 40%.</li>
</ul>


IFM Investors is seeking to amass a 15% interest in Atlas Arteria (ALX AU) through a combination of total return swaps and physical shares, according to AFR.
If successful in securing its stake, IFM intends to request due diligence access to judge if it can lob a privatisation proposal. 
Jarden, IFM’s broker, was buying shares at A$8.10 a share, a 14% premium to the last close but below the Australian takeover premium range of 20% to 40%.


Atlas Arteria in the Crosshairs of IFM Investors