In today’s briefing:
- Alfresa Holdings (2784 JP): Looking Ahead Through 2022–25 Mid-Term Management Plan
- Asia-Pac Weekly Risk Arb Wrap: Toshiba, Uniden, Giordano, ResApp, Infomedia, SPH REIT, Toyo
Alfresa Holdings (2784 JP): Looking Ahead Through 2022–25 Mid-Term Management Plan
- Alfresa Holdings (2784 JP) reported revenue decline in FY21. Apart from market wide negative impact of COVID-19 and drug price revision, suspended qualification for public bidding tenders affected the company.
- In FY22, the company is expected to be back to its growth path with less impact of bidding suspension and increasing focus on high growth areas.
- According to its 2022–2024 mid-term management plan, Alfresa targets to achieve a revenue of ¥2.7 trillion and operating income margin of 1.5% or higher by FY25.
Asia-Pac Weekly Risk Arb Wrap: Toshiba, Uniden, Giordano, ResApp, Infomedia, SPH REIT, Toyo
- There are 49 – mostly firm – transactions currently being discussed and analysed on Smartkarma. Inside is a timetable of upcoming key events for each deal.
- Two new deals this week: Giordano International (709 HK)‘s low-balled Offer; and Uniden Holdings (6815 JP)‘s MBO. Rumours on Toshiba Corp (6502 JP) also.
- Key updates took place for: Resapp Health (RAP AU), Infomedia Ltd (IFM AU), Link Net (LINK IJ), Toyo Construction (1890 JP), & SPH REIT (SPHREIT SP)
Before it’s here, it’s on Smartkarma
