Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes Hold

383 Views26 May 2024 20:53
The shares have reached stratospheric levels on the expectation of a bidding frenzy. However, a white knight “winning” bidder would struggle to justify an offer at the last close price.
What is covered in the Full Insight:
  • Introduction to Chilled & Frozen Logistics Holdings situation
  • Factors pushing current share price run
  • Reasons against current share price run
  • AZ-COM Maruwa's potential strategies and dilemmas
  • Relative valuation vs Japanese logistics peers
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