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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
bullish
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Haitong Securities Co Ltd (H)
•
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...
Arun George
115 Views
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bullish
•
Haitong Securities Co Ltd (H)
•
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...
Arun George
237 Views
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bearish
•
Swiggy
•
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.
Arun George
278 Views
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bullish
•
Fuji 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...
Arun George
247 Views
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bearish
•
Swiggy
•
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...
Arun George
161 Views
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