LALPATHLAB.NSE

Dr. Lal PathLabs Ltd.

In this briefing: Tender Offer of 57.7% of Outstanding Shares of Douzon Bizon for US$1.5 Billion HPSP Placement: Yet Another Opportunistic Selldown by Crescendo Equity Partners Company. How Shift4 Built and Bought an Integrated Payments Powerhouse Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight V.VQS: Optimistic About Outlook as Growth & Optimization Efforts Show Results 1. Tender Offer of 57.7% of Outstanding Shares of Douzon Bizon for US$1.5 Billion This insight provides details of the tender offer for Douzone Bizon by EQT Partners for US$1.5 billion. Target shares for the tender offer are about 57.7% of outstanding shares. Tender offer price is 120,000 won which is same as the as the acquisition price by EQT for a 34.9% stake in Douzone Bizon in November 2025. We estimate that post this tender offer, EQT's stake in Douzone Bizon could rise to about 55%-75%, but not enough for a full delisting this time around. 2. HPSP Placement: Yet Another Opportunistic Selldown by Crescendo Equity Partners Crescendo Equity Partners is looking to raise ~US$225m via a secondary placement of its shares in HPSP (403870 KS) .

In this briefing: HPSP Placement: Yet Another Opportunistic Selldown by Crescendo Equity Partners Company. How Shift4 Built and Bought an Integrated Payments Powerhouse Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight V.VQS: Optimistic About Outlook as Growth & Optimization Efforts Show Results Taiwan Dual-Listings Monitor: Key Spreads After Long CNY Closure in Taiwan 1. HPSP Placement: Yet Another Opportunistic Selldown by Crescendo Equity Partners Crescendo Equity Partners is looking to raise ~US$225m via a secondary placement of its shares in HPSP (403870 KS) . This comes after a prior selldown last month and before their 90 days lockup. In this note, we will talk about the placement and run the deal through our ECM framework. 2. Company. How Shift4 Built and Bought an Integrated Payments Powerhouse Shift4 has a $5.5 billion market cap and is founder-led Company has a history of acquisitions and business transformations Valuation is not demanding, trading at 17.5 times free cash flow This content is sourced through publicly available sources and has been machine generated.

In this briefing: Company. How Shift4 Built and Bought an Integrated Payments Powerhouse Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight V.VQS: Optimistic About Outlook as Growth & Optimization Efforts Show Results Taiwan Dual-Listings Monitor: Key Spreads After Long CNY Closure in Taiwan Duzon Bizon’s Massive Tender Offer Drops Today: Checking the Bump-Play Dynamics 1. Company. How Shift4 Built and Bought an Integrated Payments Powerhouse Shift4 has a $5.5 billion market cap and is founder-led Company has a history of acquisitions and business transformations Valuation is not demanding, trading at 17.5 times free cash flow This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2. Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight Since the last rebalancing on 30th January, our portfolio appreciated 3.4% against MSCI Asia-ex-Japan's 1%.

In this briefing: The A2 Milk Company 1H26 Result—Growing The Family Contact Energy Accelerating For Growth—1H26 Result Freightways 1H26—Gradually Picking Up Speed Tourism Holdings Ticking Off Another Strategic Initiative Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight 1. The A2 Milk Company 1H26 Result—Growing The Family The a2 Milk Company (ATM) result was strong, with NPAT ~+7% ahead of consensus and little to fault within the mix. ATM also announced the launch into the NZ$8bn China paediatric supplements category, with the launch of its China label (a2 Zhi Yi) range. We would characterise the result as having very little for the bears and plenty for the bulls to layer growth expectations on. 2. Contact Energy Accelerating For Growth—1H26 Result In an unexpected move, Contact Energy (CEN) is raising ~NZ$525m of equity to fund projects brought forward and to increase balance sheet flexibility for future projects. The 1H26 result was strong, with EBITDAF up +28% on 1H25 following the acquisition of Manawa Energy, increased geothermal generation, and more favourable wholesale market conditions.