GENDA; What’s Happening in the North American Business? Key Takeaways from Our Discussion with CEO
The root cause of the operational challenges is the failure of system integration following the Player One acquisition. The Player One system...
86 Views
GENDA; Analyzing Impact of Free Cash Flow Generation through Stricter Investment Discipline
GENDA will tighten investment discipline for both M&A and organic growth within its capital allocation strategy. Specifically, M&A will...
91 Views
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
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