Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>I kind of hate this, but I also can't ignore it. Apparently, an expensive media service Reporting on Deals or about the Market for Mergers, had an article today.</li>
<li>Bloomberg carried a small blurb saying there was "speculation on a tender offer.... according to traders". The stock is untraded, limit up.  </li>
<li>The most informative comment comes from Japanese stock market portal '<em>kabutan</em>' which suggests "overseas media" thinks Sumitomo Corp will sell its shares. I look at the possibilities below.</li>
</ul>


I kind of hate this, but I also can't ignore it. Apparently, an expensive media service Reporting on Deals or about the Market for Mergers, had an article today.
Bloomberg carried a small blurb saying there was "speculation on a tender offer.... according to traders". The stock is untraded, limit up.  
The most informative comment comes from Japanese stock market portal 'kabutan' which suggests "overseas media" thinks Sumitomo Corp will sell its shares. I look at the possibilities below.


T-Gaia (3738 JP) - Possible Premium Takeout Story

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<div class="content-highlight"><p>While we think BIC Camera is better suited to tap growth compared to its compatriots in the electronic retail sector, the near-50% rise in its stock price over the last year has made it expensive relative to its peers. We do not think the company's forecasted growth for the fiscal period justifies its expensive valuation. Also, the company needs to push the sales of its private brands and attract more tourists to expand margins and buoy revenue in the future. </p></div><h2><strong>Company Background</strong></h2><p><a href="https://www.smartkarma.com/entities/11328" target="_blank" data-smartkarma-citation="entities:11328:1">Bic Camera Inc</a>…</p>

While we think BIC Camera is better suited to tap growth compared to its compatriots in the electronic retail sector, the near-50% rise in its stock price over the last year has made it expensive relative to its peers. We do not think the company's forecasted growth for the fiscal period justifies its expensive valuation. Also, the company needs to push the sales of its private brands and attract more tourists to expand margins and buoy revenue in the future. Company BackgroundBic Camera Inc…

BIC Camera Scores on Store Locations; Now It Needs To Draw More Tourists To Buoy Revenue Growth

Japan

T-GAIA CORPORATION sells cell-phone units and service contracts in Japan. The Company also offers high-speed internet connection service through sales agencies.

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

T Gaia Corp (3738 JP)

T-Gaia (3738 JP) - Possible Premium Takeout Story

T-Gaia has settled higher and is now trading down at month-end. A split price takeover would result in a minority price well higher than here. A...

Travis Lundy

BIC Camera Scores on Store Locations; Now It Needs To Draw More Tourists To Buoy Revenue Growth

While we think BIC Camera is better suited to tap growth compared to its compatriots in the electronic retail sector, the near-50% rise in its...

Chacko Jacob

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)