Raksul (4384 JP): Goldman-Backed Founder MBO Highlights Japan’s New Tech Take-Private Cycle
At ¥1,950, Raksul has shifted from arb to a governance squeeze: A14% negative spread shows investors are paying for a bump, not ¥1,710 certainty....
622 Views
[Japan M&A] Hogy Medical (3593) Carlyle Launches Their TOB at ¥6700, Dalton Agrees But Buys Back In
Carlyle deal for Hogy Medical is announced. I had thought ¥6700 high but given the assumptions and the fact that Dalton is joining the back end at...
148 Views
Primer: Fukutome Meat Packers (2291 JP) - Dec 2025
Fukutome Meat Packers is a long-established Japanese meat processor facing significant profitability and cash flow challenges. The company has...
86 Views
Buying the Dip: What It Means and How It Has Played Out Across Macro Markets
An examination of how Buy the Dip can be defined, how often it appears and what the data show when those definitions are applied across major macro...
120 Views
Hogy (3593 JP): Can Activism Alone Save Hogy From Going Down a Spriral? Fundamentals Don’t Support
Carlyle has launched a tender offer to acquire Hogy Medical offering ¥6,700 per share. We had highlighted about the possibility of going private in...
753 Views