IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC

JPMC (3276 JP): Sunrise Capital’s Marginal Bump Funded by Hikari Tsushin Agreeing to a Share Buyback

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

Japan Property Management Center / Event-Driven

Japan Property Management Center (3276 JP)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/japan-property-management-center" target="_blank" data-smartkarma-citation="entities:20501:1" rel="noopener">Japan Property Management Center (3276 JP)</a> announced a Sunrise Capital-sponsored MBO at JPY2,250, a 23.5% premium to the last close of JPY1,822.  </li>
<li>The offer, which resulted from an auction, is attractive as it represents an all-time high and is at the midpoint of the IFA DCF valuation range. </li>
<li>Key shareholders will be supportive of the offer, particularly as the 23.5% takeover premium is understated, as JPMC shares have materially outperformed its peers over the last month.</li>
</ul>



Japan Property Management Center (3276 JP) announced a Sunrise Capital-sponsored MBO at JPY2,250, a 23.5% premium to the last close of JPY1,822.  
The offer, which resulted from an auction, is attractive as it represents an all-time high and is at the midpoint of the IFA DCF valuation range. 
Key shareholders will be supportive of the offer, particularly as the 23.5% takeover premium is understated, as JPMC shares have materially outperformed its peers over the last month.


JPMC (3276 JP): Sunrise Capital-Sponsored MBO at JPY2,250