EPS MBO Is Cheap. Too Cheap. But Be Careful Of Your Assumptions
The EPS Holding (8242 JP) MBO is too cheap. Lots too cheap. But it is NOT because management asked for JPY 2100/share. There are good reasons for...
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Shoko (8090 JP) Tender Offer - Showa Denko Sells Too Cheap. Looks Bumpity.
Showa Denko is selling its fertiliser/trading co subsidiary Shoko (8090) to a PE fund. The fund is buying it cheap. REALLY cheap. And a small...
459 Views
Murakami Fund's Tender for JAG (3751): May Be Rangebound Near-Term
President Yamashita + Carlyle arranged a TOB which was too low-priced. Janaghan said it needed a bump. Famed activist Murakami-san agreed. He has...
449 Views
Aso Corp Running at Kosaido (7868)
Kosaido has been a "pet" of mine since the Bain-led MBO led to a Murakami activist opposition, a bumped then broken deal, and then a change in...
477 Views
Odelic MBO - STILL The Wrong Takeover Price, It's a Good Long Here
The update to the original insight Odelic MBO Going Too Cheaply - Vaguely Kosaido-Ish is prompted by a few different things. There was an EDINET...
509 Views