INSIGHT PROVIDER
Top 5%
Arun George

Arun George
IPOs and Catalysts/Events
Global Equity Research Ltd

2.5k
Insights
1.1m
Views
993
Followers
Information Technology Equities Equity Capital Markets Event-Driven
Refresh
21 Nov 2024 21:34

Arcadium Lithium (ALTM US/LTM AU): Scheme Vote on 23 December as Risks Mount

A tempting wide gross spread comes with a health warning due to a long-dated offer with potential regulatory and shareholder approvals risks.

Logo
387 Views
Share
21 Nov 2024 15:19

FineToday Holdings (289A JP) IPO: The Bull Case

The bull case rests on return to revenue growth, three-pronged growth strategy, top-quartile profitability and top-tier FCF generation.

Logo
203 Views
Share
bearishKadokawa Dwango
21 Nov 2024 02:46

Kadokawa (9468 JP): Take Profits as a Sony Privatisation Rumours Surface

While an acquisition has a strong strategic rationale, the upside is limited as the last close reflects a significant takeover premium. There is a...

Logo
320 Views
Share
20 Nov 2024 16:01

Seven & I Holdings (3382 JP): Evaluating the Potential MBO

The NHK article increases the credibility of the MBO. The completion time pressures Couche-Tard to respond by either overbidding, working on a...

Logo
349 Views
Share
bullishS.F. Holding
19 Nov 2024 23:31

SF Holding H Share Listing (6936 HK): Valuation Insights

SF aims to raise gross proceeds of US$705-792m. Our valuation analysis suggests that the H Share listing range is attractive. We would participate...

Logo
243 Views
Share
x