Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>I tally 38 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.</li>
<li>Just one new deal was discussed on Smartkarma this week: <a href="https://www.smartkarma.com/entities/raksul-inc" target="_blank" data-smartkarma-citation="entities:27043:1" rel="noopener">Raksul Inc (4384 JP)</a><a href="https://www.smartkarma.com/entities/raksul-inc" target="_blank" data-smartkarma-citation="entities:27043:1" rel="noopener"></a>.</li>
<li>Key updates/news also took place on <a href="https://www.smartkarma.com/entities/toyota-industries-corp" target="_blank" data-smartkarma-citation="entities:4500:1" rel="noopener">Toyota Industries (6201 JP)</a>,<a href="https://www.smartkarma.com/entities/predictive-discovery-ltd" target="_blank" data-smartkarma-citation="entities:15374:1" rel="noopener">Predictive Discovery (PDI AU)</a>, <a href="https://www.smartkarma.com/entities/jinke-smart-services-group-co" target="_blank" data-smartkarma-citation="entities:29214:1" rel="noopener">Jinke Smart Services (9666 HK)</a>, <a href="https://www.smartkarma.com/entities/hainan-meilan-international-airport-company-limited" target="_blank" data-smartkarma-citation="entities:12545:1" rel="noopener">Hainan Meilan International Airport (357 HK)</a>, and <a href="https://www.smartkarma.com/entities/digital-holdings-inc" target="_blank" data-smartkarma-citation="entities:1697:1" rel="noopener">Digital Holdings (2389 JP)</a>.</li>
</ul>


I tally 38 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.
Just one new deal was discussed on Smartkarma this week: Raksul Inc (4384 JP).
Key updates/news also took place on Toyota Industries (6201 JP),Predictive Discovery (PDI AU), Jinke Smart Services (9666 HK), Hainan Meilan International Airport (357 HK), and Digital Holdings (2389 JP).


Asia-Pac M&A Weekly Wrap: Toyota Inds, Predictive Discovery, Jinke Smart Services, Meilan Airport

Unlock Intrinsic Equity Valuation, Capital Growth Strategies

Capital Growth Strategies

Unlock Intrinsic Equity Valuation

Established in 2024, Capital Growth Strategies is a Japan-based investment professional firm that conducts hands-on investment management and research alongside valuation-driven financial advisory.

Equity Bottom-Up

<ul>
<li>RAKSUL’s M&amp;A performance has been strong and is contributing to the improvement of ROIC.</li>
<li>Based on CGS estimates, Cash ROIC for the fiscal year ending July 2025 is projected to be 18% (or approximately 10% on a basis that includes cash and deposits in invested capital).</li>
<li>The companies that joined the group through M&amp;A are estimated to be generating ROIC levels exceeding this consolidated average, making a significant contribution starting from FY2025.</li>
</ul>


RAKSUL’s M&amp;A performance has been strong and is contributing to the improvement of ROIC.
Based on CGS estimates, Cash ROIC for the fiscal year ending July 2025 is projected to be 18% (or approximately 10% on a basis that includes cash and deposits in invested capital).
The companies that joined the group through M&amp;A are estimated to be generating ROIC levels exceeding this consolidated average, making a significant contribution starting from FY2025.


RAKSUL; Realization of M&A Expertise Through Contributions to ROIC Improvement

<ul><li>Raksul's growth potential and M&amp;A execution capabilities are attractive.</li><li>Raksul's TAM (Total Addressable Market) is large at ¥7.8 trillion in the transaction area alone, and the penetration rate is still low.</li><li>The company also has a high market share in major e-commerce markets, enabling stable organic growth.</li></ul>

Raksul's growth potential and M&amp;A execution capabilities are attractive.Raksul's TAM (Total Addressable Market) is large at ¥7.8 trillion in the transaction area alone, and the penetration rate is still low.The company also has a high market share in major e-commerce markets, enabling stable organic growth.

RAKSUL; Beyond Printing – Transformation to a Technology Platform and Acceleration of Quality Growth

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Raksul operates niche B2B online marketplaces in Japan with exceptional shareholder alignment</li><li>Recent dip in stock value due to market trends, but shows promise for 2-4x returns in next two years</li><li>Unique approach to collecting tolls on indirect costs for SMEs in Japan sets them apart in the industry</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.

Raksul operates niche B2B online marketplaces in Japan with exceptional shareholder alignmentRecent dip in stock value due to market trends, but shows promise for 2-4x returns in next two yearsUnique approach to collecting tolls on indirect costs for SMEs in Japan sets them apart in the industryThis 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.

Research from e27, e27

Research from e27

e27 is Asia's largest Tech media platform. We cover the latest news on emerging and disruptive businesses across the region.

Private Capital Markets

<ul><li>JOSYS is a B2B platform that streamlines corporate IT operations through automated management of IT devices and SaaS applications</li><li>JOSYS, a Japanese company offering a B2B SaaS platform for corporate IT operations, has raised US$32 million in a funding round led by Global Brain Corporation</li><li>With this money, JOSYS — a spin-off of the Tokyo Stock Exchange-listed RAKSUL — plans to strengthen its development wing in India and sales structure in Japan</li></ul>

JOSYS is a B2B platform that streamlines corporate IT operations through automated management of IT devices and SaaS applicationsJOSYS, a Japanese company offering a B2B SaaS platform for corporate IT operations, has raised US$32 million in a funding round led by Global Brain CorporationWith this money, JOSYS — a spin-off of the Tokyo Stock Exchange-listed RAKSUL — plans to strengthen its development wing in India and sales structure in Japan

Japan’s Corporate IT Operations Firm JOSYS Nets US$32M Funding, to Expand to Singapore

Japan

Raksul, Inc. provides Internet based services. The Company mainly offers net printing, net transportation, and other services. Raksul provides services in Japan.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Raksul Inc (4384 JP)

Asia-Pac M&A Weekly Wrap: Toyota Inds, Predictive Discovery, Jinke Smart Services, Meilan Airport

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

RAKSUL; Realization of M&A Expertise Through Contributions to ROIC Improvement

RAKSUL’s M&A performance has been strong and is contributing to the improvement of ROIC. Based on CGS estimates, Cash ROIC for the fiscal year...

Capital Growth Strategies

RAKSUL; Beyond Printing – Transformation to a Technology Platform and Acceleration of Quality Growth

Raksul's growth potential and M&A execution capabilities are attractive. Raksul's TAM (Total Addressable Market) is large at ¥7.8 trillion in...

Capital Growth Strategies

Raksul (4384) - Tuesday, Sep 10, 2024

Raksul operates niche B2B online marketplaces in Japan with exceptional shareholder alignment. Recent dip in stock value due to market trends, but...

Value Investors Club (VIC)

Japan’s Corporate IT Operations Firm JOSYS Nets US$32M Funding, to Expand to Singapore

JOSYS is a B2B platform that streamlines corporate IT operations through automated management of IT devices and SaaS applications

e27

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)