Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price, and Incentives
485 Views22 May 2024 12:27
C&F Logistics is now up 175% from pre-AZ-Com bid, and up 83% vs the AZ-Com bid which was up 50% from undisturbed. I don't think bidders need to go this high. And dynamics are different.
What is covered in the Full Insight:
- Introduction
- Stock Performance & Bidding Hostility
- Valuation Analysis
- Shareholder Structure & Bid Consideration
- Final Discussion and Price Predictions
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 9-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Raydium Semiconductor - Acceleration of Revenue in 1Q24 Has Positive Implications05 Jun 2024
- SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5,740/Share - HUGE Governance Win31 May 2024
- C&F (9099) Pushes Back on AZ-Com Call for Transparency, Again. Still Not A Buy.29 May 2024
- Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price, and Incentives22 May 2024
- Logisteed/KKR Bid BIGLY for Alps Logistics (9055). A Gobsmacking Price/Multiple09 May 2024
- Chilled & Frozen's Target Opinion Statement; Chotto Matte (Four Counterbidders)07 May 2024
- AZ-Com Maruwa Launches Hostile TOB on Chilled & Frozen Logistics (9099) - Expect More Fun To Come01 May 2024
x