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Arun George

Arun George
IPOs and Catalysts/Events
Global Equity Research Ltd

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bullishInageya Co Ltd
18 Apr 2024 22:25

Inageya (8182 JP): Share Exchange Offer from USMH (3222 JP)

Aeon’s 50%+ shareholding in Inageya and USMH facilitates the two EGM votes. The deal metrics are broadly fair for both sets of shareholders.

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18 Apr 2024 15:54

Shinko Electric (6967 JP): Widening Spread Is an Opportunity

The deal break risks remain low, with the China SAMR timing remaining the key risk. The current 7.0% spread is an attractive opportunity to add.

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17 Apr 2024 22:08

Hang Lung Properties (101 HK): Scrip Div Helps the Family to Chip Away at Minorities

The Chan family have plenty of headroom to chip away at minorities before breaching the 25% public float requirements. HPL’s valuation is...

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17 Apr 2024 02:14

Hollysys (HOLI US): Keep Calm as Closing Date Slips

The spread has widened to 8% due to regulatory approval concerns. Regulatory approval should be forthcoming as the transaction involves Chinese...

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16 Apr 2024 20:13

Belle Fashion IPO: The Investment Case

The investment case rests on a market-leading position, return to growth, margin improvement, cash generation and modest leverage.

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