Last Week in Event SPACE: T&K TOKA, Liquidated HK Stocks, JSR, Orecorp, Brilliance Auto, Hollysys
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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FDJ/Kindred: Consolidation Is Back in Online Gaming
​La Francaise des Jeux makes a cash offer for Kindred Group to expand in online gaming and betting, offering a 24% premium and a slightly cheap...
432 Views
Tabcorp’s Demerger Approved Paving the Way to Unlock Value
The demerger was overwhelming approved. Peer derating due to the market sell-off results in a lower SoTP valuation of A$5.62, a 13% upside to the...
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Tabcorp’s Valuation Discovery into the Demerger
The scheme meeting to approve the demerger will be held on 12 May at 10.00 am. Our SoTP valuation is A$6.13 per share, which is a 14% upside to the...
512 Views
FDJ (French National Lottery) IPO Valuation: 32% ROE & 5% Dividend Yield Merits a Higher Valuation
La Française des Jeux (FDJ) is the French national lottery established in 1933 and it is the largest company in the French gaming sector and has a...
720 Views