bullish
Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But How Huge? And Who?
1k Views09 Aug 2024 16:00
Trend Micro - target of Value Act which has gone sideways for 2 years - is apparently considering a sale. Founders are 65-70. They need new business growth. Activists want out. It's expensive BUT...
What is covered in the Full Insight:
- Introduction: Potential Sale of Trend Micro
- Value Act’s Activism and Financial Strategies
- Financial Overview and Projections
- Possible Buyers and Strategic Fit
- Conclusion and Investment Considerations
Boomeranged on Thu, 13 Feb 2025 14:25
Reuters has an article out saying that Buyout firms are "vying for" Trend Micro. Bain, Advent, EQT, KKR all in the mix. The stock went limit up today. Again (it was also limit up with the news first came out in August). The stock is now getting to the expensive side. This piece has a DCF grid. Assumptions matter. It could go higher but 10% higher from here is 24x EBITDA. That's a big equity check.
SUMMARY
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