Japan & Korea @Smartkarma:Â Autos, Toshiba, NTT, JDI, North Korean DĂ©tente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
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Tryt (9164 JP): Carlyle’s JPY880 Tender Offer Is a Done Deal
Kudos to EQT as an auction process resulted in a higher-than-expected offer. An attractive offer and EQT's irrevocable ensure a done deal.
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Tryt (9164 JP): Take Profits as Takeover Speculation Swirls
The upside is limited, as the last close already reflects a significant takeover premium, and a binding proposal that satisfies EQT’s price...
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Timee (215A JP) IPO: Valuation Insights
Timee is seeking to raise up to US$286 million. Our analysis suggests that Timee is attractively valued at the IPO price range in the context of...
681 Views
Timee (215A JP) IPO: The Bear Case
The bear case rests on rapidly slowing growth, an industry-low FCF profile, and a business model predicated on access to large funding and...
550 Views