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Arun George
IPOs and Catalysts/Events
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Global Equity Research Ltd
Location:
United Kingdom
Joined:
07 July 2017
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Recent
bearish
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Arcadium Lithium
•
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.
Arun George
402 Views
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bullish
•
FineToday Holdings Co Ltd
•
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.
Arun George
205 Views
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bearish
•
Kadokawa 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...
Arun George
320 Views
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bullish
•
Seven & I Holdings
•
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...
Arun George
349 Views
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bullish
•
S.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...
Arun George
243 Views
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