Jesus Aguilar

3 weeks ago | smartkarma.com | Brian Freitas |Rikki Malik |Jesus Aguilar |Jesús Aguilar |IPO Boutique

In today’s briefing: Henderson Land (12 HK): Large Passive Flow Coming Up as Shorts Cover China A50 ETF Rebalance: One Set of Changes Japan Post Bank: From Stagnation to Opportunity Cantor Equity Partners SPACs: Crypto-Linked Opportunities with Political Ties Underwritten and Unlisted: GCO’s Delisting Looks Inevitable Jefferson Capital Inc (JCAP): Peeking at the IPO Prospectus of PE-Backed Insolvency Account Manager Franklin Global Trust — An exciting new chapter in the trust’s life Japan...

3 weeks ago | smartkarma.com | Jesus Aguilar |Jesús Aguilar |Baptista Research

In today’s briefing:Naturgy Self-Tender: Arbitrage with Strategic Upside and Free-Float CatalystNRG Energy: Is Its Strategic Expansion in Smart Home & Energy Retail A Potential Game Changer? Naturgy Self-Tender: Arbitrage with Strategic Upside and Free-Float CatalystShareholder-Backed self-OPA at €26.50 targets 9.08% of capital with high proration likely. Offers a structured arbitrage setup with limited downside and defined exit timeline.

3 weeks ago | smartkarma.com | Travis Lundy |David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Arun George

💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars

4 weeks ago | smartkarma.com | Victor Galliano |Jesus Aguilar |Jesús Aguilar

In today’s briefing: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) Certainty Vs. Upside: Navigating the Assura-KKR-PHP Showdown Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) We believe that the recently announced offer by NTT Docomo for SBI Sumishin Netbank is attractive for Netbank shareholders; this brings the Japanese neobanks into the valuation spotlight There is a modest long arbitrage opportunity in SBI Sumishin Netbank based on its 30th May closing price, but...

1 month ago | smartkarma.com | Travis Lundy |David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Nico Rosti

In today’s briefing: [Japan Activism/M&A] – Shareholders Approve Tsuruha/Welcia Merger – Now It’s Partial Offer+Synergies [Japan Activism] The Upcoming Fuji Media AGM Stoush – Foreigners Vs Voting Right Limits Soundwill (878 HK): Thoughts On The Latest Scheme Fail A/H Premium Tracker (To 23 May 2025): AH Premia Contract, H Premia Names Perform Best; Batteries! Forged in Politics: Nippon’s $55 Bid for X Heats Up Again NIFTY Index Outlook (With an Eye on Zomato’s Passive Selling Starting…)...