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Arun George

Arun George
IPOs and Catalysts/Events
Global Equity Research Ltd

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04 Nov 2024 19:44

HK Merger Arb: Evaluating the Post China TCM Widening Spreads

The gross spreads of large HK merger arb situations have increased since 18 October, the China TCM deal break date. We assess the spreads of HK's...

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04 Nov 2024 01:13

Merger Arb Mondays (04 Nov) - Haitong, Canvest, Capital Grand, Capitol, Fuji Soft, NESIC, Elematec

This week, the highest gross spreads are Seven & I (28.8%), Capital Grand (18.1%), Henlius (13.1%), Canvest (12.4%), GA Pack (10.0%), Shinko...

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bearishSwiggy
03 Nov 2024 16:12

Swiggy IPO: Valuation Insights

Our valuation analysis suggests that the IPO price range of Rs371-390 per share is unattractive. Therefore, we would pass on the IPO.

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bullishFuji Soft Inc
03 Nov 2024 07:33

Weekly Deals Digest (03 Nov) - Fuji Soft, Elematec, NEC Networks, Capitol, Capital Grand, Swiggy

Last week, notable developments occurred in Event-Driven (Fuji Soft, Elematec, NEC Networks & System, Capitol, Beijing Capital Grand ) and ECM...

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bearishSwiggy
31 Oct 2024 16:12

Swiggy IPO: The Bear Case

Swiggy aims to raise up to US$1.4 billion. The bear case rests on food delivery and Instamart's lagging Zomato on key metrics, ongoing losses, and...

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