Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
Arun George
IPOs and Catalysts/Events
•
Global Equity Research Ltd
Message
Follow
Location:
United Kingdom
Joined:
07 July 2017
2.2k
Insights
920.4k
Views
842
Followers
Information Technology
•
Equities
•
Equity Capital Markets
•
Event-Driven
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Hollysys Automation Technologies
•
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
73 Views
Share
bullish
•
L'Occitane
•
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
188 Views
Share
bullish
•
Austal Ltd
•
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
Share
bearish
•
Chilled & Frozen Logistics Holdings
•
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
Share
bullish
•
Kfc Holdings Japan
•
30 Apr 2024 03:27
KFC Holdings Japan (9873 JP): Carlyle Edging Towards a Tender Offer
The shares have increased 33.6% since Nikkei flagged the sale on 28 February. KFC Japan will trade in line with peers’ multiples at a JPY5,700 offer.
Arun George
216 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.31.1
x