Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The bigger question for investors is whether <a href="https://www.smartkarma.com/entities/denso-corp" target="_blank" data-smartkarma-citation="entities:18703:1" rel="noopener">Denso Corp (6902 JP)</a> will keep up with global auto market needs or will they suffer as Toyota may suffer?</li>
<li>The FSS may put the breaks on <a href="https://www.smartkarma.com/entities/korea-zinc-co-ltd" target="_blank" data-smartkarma-citation="entities:17944:1" rel="noopener">Korea Zinc (010130 KS)</a>'s massive capital raise. </li>
<li>Murakami-San has won <a href="https://www.smartkarma.com/entities/exedy-corp" target="_blank" data-smartkarma-citation="entities:6516:1" rel="noopener">Exedy Corp (7278 JP)</a>. The company has decided to up its dividend payout and future dividend payout ratio and buy back a boatload of shares. </li>
</ul>


The bigger question for investors is whether Denso Corp (6902 JP) will keep up with global auto market needs or will they suffer as Toyota may suffer?
The FSS may put the breaks on Korea Zinc (010130 KS)'s massive capital raise. 
Murakami-San has won Exedy Corp (7278 JP). The company has decided to up its dividend payout and future dividend payout ratio and buy back a boatload of shares. 


Last Week in Event SPACE: Denso/Toyota, Korea Zinc, Exedy, Good Drinks, Shinsegae

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Avation Plc offers 8.25%/9.0% Senior PIK Toggle Notes at a 12.4% YTM, potentially rising to 14.7% with a refinance by 2025</li><li>The company's bonds are well-covered by asset value and could benefit from a change of control, as indicated by previous takeover interest in 2023</li><li>Avation's fleet is predominantly leased to reputable airlines, making their bonds an attractive investment despite trading at a discount due to the company's less well-known customer base and high leverage</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Avation Plc offers 8.25%/9.0% Senior PIK Toggle Notes at a 12.4% YTM, potentially rising to 14.7% with a refinance by 2025The company's bonds are well-covered by asset value and could benefit from a change of control, as indicated by previous takeover interest in 2023Avation's fleet is predominantly leased to reputable airlines, making their bonds an attractive investment despite trading at a discount due to the company's less well-known customer base and high leverageThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Aviation Plc Equity (AVAP LN) - Thursday, Aug 1, 2024

European Event-Driven Analyst

Jesus Rodriguez Aguilar

<ul>
<li>Sky News reported on October 30 that Azorra, a compay back by Oaktree is interested in acquiring <a href="https://www.smartkarma.com/entities/avation-plc" target="_blank" data-smartkarma-citation="entities:44056:1" rel="noopener">Avation PLC (AVAP LN)</a>, a Singapore-based lessor of 32 commercial aircraft.</li>
<li>Avation’s ATR purchase rights, now valued at $115 million, offer below-market acquisition options, capitalizing on an order book of 36 ATR 72s and a favorable market for low-emission aircraft.</li>
<li>With its share price trading at a significant 62% discount to the current NAV of 280p, the company is well-positioned for future growth.</li>
</ul>


Sky News reported on October 30 that Azorra, a compay back by Oaktree is interested in acquiring Avation PLC (AVAP LN), a Singapore-based lessor of 32 commercial aircraft.
Avation’s ATR purchase rights, now valued at $115 million, offer below-market acquisition options, capitalizing on an order book of 36 ATR 72s and a favorable market for low-emission aircraft.
With its share price trading at a significant 62% discount to the current NAV of 280p, the company is well-positioned for future growth.


Singapore

Avation Plc operates as a commercial aircraft leasing company. The Company is headquartered in Singapore and owns and manages a fleet of commercial aircraft and serves airlines worldwide. Avation's customers are commercial airlines.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Avation PLC (AVAP LN)

Last Week in Event SPACE: Denso/Toyota, Korea Zinc, Exedy, Good Drinks, Shinsegae

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

Aviation Plc Equity (AVAP LN) - Thursday, Aug 1, 2024

Avation Plc offers 8.25%/9.0% Senior PIK Toggle Notes at a 12.4% YTM, potentially rising to 14.7% with a refinance by 2025.

Value Investors Club (VIC)

Interest in Avation

Sky News reported on October 30 that Azorra, a compay back by Oaktree is interested in acquiring Avation PLC (AVAP LN), a Singapore-based lessor of...

Jesus Rodriguez Aguilar

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)