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Arun George
IPOs and Catalysts/Events
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Global Equity Research Ltd
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Location:
United Kingdom
Joined:
07 July 2017
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bullish
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PointsBet Holdings
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20 Jun 2025 19:42
PointsBet (PBH AU): A Headache for Mixi as Betr Switches to a Takeover Offer
Betr’s claim that its offer is superior is debatable. Betr’s offer is designed to torpedo Mixi’s scheme and takeover offer. Mixi will need to...
Arun George
242 Views
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bullish
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Foshan Haitian Flavouring & Food Company
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18 Jun 2025 23:25
Foshan Haitian Flavouring H Share Listing (3288 HK): Trading Debut
Haitian had the highest oversubscription rates among recent large AH listings. The AH discount implied by the offer is attractive.
Arun George
308 Views
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bearish
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Mayne Pharma
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18 Jun 2025 15:53
Mayne Pharma (MYX AU): Entering Uncharted Territory as the Scheme Vote Passes
While Western case law burdens the buyer with establishing a MAC breach, the Mayne/Cosette court case wades into uncharted territory, bringing many...
Arun George
367 Views
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bearish
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CaoCao
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17 Jun 2025 16:32
CaoCao IPO (2643 HK): Valuation Insights
In this note, I present my forecasts and discuss valuation. My analysis suggests that CaoCao is at best fairly valued at the offer price....
Arun George
295 Views
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bullish
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Nakano Refrigerators
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17 Jun 2025 01:04
Nakano Refrigerators (6411 JP): Marunouchi Capital’s JPY7,900 Tender Offer
The offer is attractive as it represents an all-time high and is above the midpoint of the IFA DCF valuation range. An attractive offer and...
Arun George
325 Views
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