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Arun George

Arun George
IPOs and Catalysts/Events
Global Equity Research Ltd

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07 Feb 2025 16:07

Hexaware Technologies IPO: The Bull Case

The bull case rests on sold revenue growth, reducing customer concentration, high utilization, low attrition rates, high customer satisfaction...

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06 Feb 2025 02:14

Shibaura Electronics (6957 JP): Yageo’s (2327 TT) Hostile Preconditional Tender Offer at JPY4,300

The offer represents an all-time high. The Board has three options: facilitate a friendly offer, find a white knight bidder or launch an ambitious...

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bullishGuming Holdings
05 Feb 2025 20:22

Guming Holdings (1364 HK) IPO: Valuation Insights

Our valuation analysis suggests that Guming is attractively valued at the IPO price range. Pricing is on 10 February, and the shares will be listed...

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05 Feb 2025 17:32

Pentamaster International (1665 HK): Light Offer but Lack of Opposition Ahead of the Vote

The IFA analysis is biased. Disappointingly, little minority opposition to an arguably light offer suggests that the vote passes.

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bullishTohto Suisan
05 Feb 2025 02:02

Tohto Suisan (8038 JP): Aso’s Unusual Tender Offer

The offer has no lower or upper limit. The Board has left the decision to accept or reject at the shareholders' discretion. The offer is attractive...

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