HENNGE; New Services Broaden Coverage, Boosting Value to Drive Mid-term ARR Growth
The four new services further strengthen the existing HENNGE One while expanding coverage to encompass devices and networks. They can be...
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GENDA; What’s Happening in the North American Business? Key Takeaways from Our Discussion with CEO
The root cause of the operational challenges is the failure of system integration following the Player One acquisition. The Player One system...
86 Views
GA technologies; SPC Securities Acquisition Offers Attractive Terms and Strong Synergies
We do not see signs that higher funding costs are materially hurting investor sentiment. Meanwhile, inflation is driving rent growth and...
89 Views
HENNGE; Evidence of Future Growth Seen Through the Trajectory of ARR Expansion.
HENNGE’s SaaS business has achieved high ARR growth through the following stages: (i) the accumulation phase of trust assets (prior to FY2019);...
87 Views
GENDA; Analyzing Impact of Free Cash Flow Generation through Stricter Investment Discipline
GENDA will tighten investment discipline for both M&A and organic growth within its capital allocation strategy. Specifically, M&A will...
91 Views