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>EAF's 9.875% note due in 2028 is trading at around 75, offering a potential return of over 25% in a 2-year timeframe</li><li>Downside risk is protected with a cushion of under $550 million, while potential upside could reach up to 42% returns in just one year</li><li>Despite past issues and cyclical headwinds, EAF has valuable assets like the Seadrift facility to cover its debt stack, making the credit situation particularly interesting at current levels</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.

EAF's 9.875% note due in 2028 is trading at around 75, offering a potential return of over 25% in a 2-year timeframeDownside risk is protected with a cushion of under $550 million, while potential upside could reach up to 42% returns in just one yearDespite past issues and cyclical headwinds, EAF has valuable assets like the Seadrift facility to cover its debt stack, making the credit situation particularly interesting at current levelsThis 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.

Graftech International Ltd (EAF 9.875% Note @75 ) - Monday, Oct 7, 2024

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

GFT International / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/gft-international" target="_blank" data-smartkarma-citation="entities:34463:1" rel="noopener">GFT International (GFT HK)</a> is looking to raise about US$100m in its upcoming Hong Kong IPO. The deal will be run by BNP Paribas. This is a refiling after its filing in Jan 2021 lapsed.GFT International is an OEM toy manufacturer and as per Frost &amp; Sullivan (F&amp;S), is the largest toy manufacturing solution provider, in terms of  plastic and die-cast toys by revenue in FY20, with 26.4% market share. As of the latest practicable date (12 Sept 2021), the firm owns three production facilities in Vietnam and one in the PRC. Its production plants have a combined total of more than 120 assembly lines, and as per F&amp;S, the firm is the second largest toy manufacturer in Vietnam in terms of FY20 revenue, with 15.8% market share.

GFT International (GFT HK) is looking to raise about US$100m in its upcoming Hong Kong IPO. The deal will be run by BNP Paribas. This is a refiling after its filing in Jan 2021 lapsed.GFT International is an OEM toy manufacturer and as per Frost &amp; Sullivan (F&amp;S), is the largest toy manufacturing solution provider, in terms of  plastic and die-cast toys by revenue in FY20, with 26.4% market share. As of the latest practicable date (12 Sept 2021), the firm owns three production facilities in Vietnam and one in the PRC. Its production plants have a combined total of more than 120 assembly lines, and as per F&amp;S, the firm is the second largest toy manufacturer in Vietnam in terms of FY20 revenue, with 15.8% market share.

GFT International Pre-IPO Tearsheet (Refiled)

Hong Kong

GFT International is an OEM toy manufacturer and as per Frost & Sullivan (F&S), is the largest toy manufacturing solution provider, in terms of  plastic and die-cast toys by revenue in FY20, with 26.4% market share.

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Graftech International Ltd (EAF 9.875% Note @75 ) - Monday, Oct 7, 2024

Downside risk is protected with a cushion of under $550 million, while potential upside could reach up to 42% returns in just one year

Value Investors Club (VIC)

GFT International Pre-IPO Tearsheet (Refiled)

GFT International (GFT HK) is looking to raise about US$100m in its upcoming Hong Kong IPO. The deal will be run by BNP Paribas. This is a refiling...

Clarence Chu