Merger Arb Mondays (26 May) - Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
569 Views
Last Week in Event SPACE: Toyota Industries, CATL, Mitsubishi Logisnext, Mayne Pharma, Melco
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
780 Views
(Mostly) Asia-Pac M&A: Xanadu Mines, Reject Shop, ESR Group, Shibaura Elect., Jamco, Tsuruha/Welcia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
487 Views
[Japan M&A] Shibaura in Limbo - "Neutral" On Minebea And "Reserves Opinion" On YAGEO Bid, Waiting...
Minebea has upped irrevocables, and complained about Yageo's bid for which we still await regulatory approvals. Shibaura asked Minebea to bump, but...
609 Views
[Japan M&A] Seven Bank (8410) - Seven & I Selldown, Itochu Buy-In, Not on My Bingo Card But Not Bad
Seven & i appears to be en route to selling a stake in Seven Bank to Itochu. I don't see the benefit to Itochu but it's good for Seven Bank,...
562 Views