Temenos (TEMN SW): World's No.1; Improving Fundamentals; M&A Candidate

Research Analyst, AlphaBox Advisors

Vijay Lohia, CFA

Research Analyst

Value-Investing Philosophy and Bottom-up Approach

AlphaBox Advisors

At AlphaBox, our recommendations are sector and country agnostic and diversified by market cap. We follow value-investing philosophy and pursue a bottom-up approach to recommending stocks that has a good risk-reward profile and potential to generate market-beating returns, which in some cases would be complemented with an attractive dividend yield. Our recommendations fall into the following two broad categories: (i) Long-term Compounders – Global Markets (ii) EM and FM Alpha

Event-Driven

<ul>
<li>Temenos is an attractive takeover candidate with multiple M&amp;A  speculation in the media in the last 12-18 months. </li>
<li>The probability of Temenos being taken over continues to increase especially after the fresh round of banking industry turmoil witnessed in the last few weeks.</li>
<li>At a buy-out multiple of 10x EV/sales, Temenos would be worth CHF110 per share which is roughly 72% upside from here.</li>
</ul>


Temenos is an attractive takeover candidate with multiple M&amp;A  speculation in the media in the last 12-18 months. 
The probability of Temenos being taken over continues to increase especially after the fresh round of banking industry turmoil witnessed in the last few weeks.
At a buy-out multiple of 10x EV/sales, Temenos would be worth CHF110 per share which is roughly 72% upside from here.


Temenos (TEMN SW; TMSNY US): M&A Looks Imminent

Temenos AG

Temenos (TEMN SW; TMSNY US): M&A Looks Imminent