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Arun George
IPOs and Catalysts/Events
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Global Equity Research Ltd
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Location:
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07 July 2017
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bullish
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L'Occitane
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17 May 2024 02:07
L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition Met
While a positive, the share alternative offer needs to balance the requirement to satisfy the minimum acceptance condition while not breaching the...
Arun George
312 Views
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bullish
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Malaysia Airports Holdings
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15 May 2024 23:39
Malaysia Airports (MAHB MK): Pre-Conditional Voluntary Offer at RM11.00
The offer is light based on historical/peer multiples. The consortium can overcome issues satisfying the 90% minimum acceptance condition by...
Arun George
256 Views
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bearish
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Modec Inc
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14 May 2024 17:47
MODEC (6296 JP): A US$535 Million Secondary Offering
Looking at recent large Japanese placements is instructive for understanding the potential offer price. The pricing date will likely fall between...
Arun George
291 Views
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bullish
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I'Rom Group
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14 May 2024 00:39
I'rom Group (2372 JP): Blackstone-Sponsored Pre-Conditional MBO at JPY2,800
The offer is attractive and requires a 37% minority acceptance rate. While the timing of regulatory approvals is a risk, the transaction is a done...
Arun George
257 Views
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bullish
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ESR Group
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13 May 2024 18:56
ESR Group (1821 HK): Starwood Capital and SSW Partners Gauging a Privatisation Bid
The offer is likely to be structured as a Cayman privatisation scheme. Our best guess is that an offer of at least HK$14.00 per share would be needed.
Arun George
321 Views
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