GENDA; Discussion with Outside Audit & Supervisory Board Member – Mr. Itagaki: Takeaways on M&A/PMI
GENDA’s M&A decision-making process involves a direct escalation from the internal Investment Committee to the Board of Directors. The minutes...
85 Views
ECM Weekly (19 May 2025) - CATL, Hengrui, Green Tea, SMPP, Unisound, Renesas, Genda, GMO, PayTM
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
787 Views
GENDA Placement - Good Track Record & Sort off Well Flagged but Relatively Large
GENDA (9166 JP), along with a selling shareholder, is looking to raise around US$190m to partly fund its M&A. In this note, we talk about the deal...
780 Views
GENDA; ROI Analysis of the Player One Acquisition- Driving High Capital Efficiency on Strong Growth
We analyzed the acquisition ROI of Player One to be approx. 10% on an FCF basis, driven by synergies created through the planned replacement and...
88 Views
GENDA; Perpetual EBITDA growth rate implied by the current stock price is too low
Our analysis shows that GENDA’s perpetual EBITDA growth rate implied by the current stock price is in the negative double-digit % range per year,...
81 Views