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Arun George
IPOs and Catalysts/Events
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Global Equity Research Ltd
Location:
United Kingdom
Joined:
07 July 2017
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Recent
bullish
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ZEEKR
•
05 May 2024 21:38
ZEEKR (ZK US) IPO: Valuation Insights
The IPO price range values ZEEKR at a material discount to peers' multiples. We would be inclined to participate in the IPO.
Arun George
55 Views
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bullish
•
Hollysys Automation Technologies
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05 May 2024 16:12
Hollysys (HOLI US): Further Thoughts on the Widening Spread
Readers have asked me several questions about the widening spread. This piece outlines my answers to these questions. It remains a case of when,...
Arun George
110 Views
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bullish
•
L'Occitane
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05 May 2024 01:31
Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal, Hyundai Marine, ZEEKR
Last week, notable developments occurred in Event-Driven (L'Occitane, CF Logistics, KFC Japan, Mimasu Sem, Austal) and ECM (HD Hyundai Marine, ZEEKR).
Arun George
221 Views
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bullish
•
Austal Ltd
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02 May 2024 23:04
Austal (ASB AU): Spurned Suitor, Hanwha Ocean, Gets a Vote of Confidence
The Board’s rejection is based on shaky grounds and may be an attempt to negotiate better terms, such as a bump, ticking fees, or significant break...
Arun George
248 Views
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bearish
•
Chilled & Frozen Logistics Holdings
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01 May 2024 23:31
Chilled & Frozen Logistics (9099 JP): AZ-COM Maruwa Calls the Board’s Bluff, Launches the Offer
While a bump is probable, the shares already factor in a significant bumpitrage premium. A potential bump has a good chance of being lower than the...
Arun George
243 Views
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