bullish

Pasona Group

Get Your Pasona (2168 JP) Rump For Free

981 Views09 Feb 2024 09:11
A 48% discount to NAV is extreme, even if management were to do something dumb with the excess cash. Stay long Pasona. It should be taken out eventually; but expect volatility near-term.
Boomeranged on Mon, 15 Apr 2024 07:56
Pasona (2168 JP) said that 10-20% of the total extraordinary gain from the sale of Benefit One Inc (2412 JP) Is to be paid out as a special dividend over 5 years. That is far from “special”. This is not a great outcome. Pasona will fall today. Then it may be a buy in expectation of an MBO; but even that remains unclear. Do read Travis’ insight: Pasona (2168 JP) Special Div - Too Small To Matter
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
chart-bar
x