Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
683 Views
Medical Data Vision (3902 JP): Nippon Life’s Tender Offer at JPY1,693 (3x Last Close)
The substantial takeover premium reflects the outcome of an auction and SBI Holdings' willingness to share TOB tax benefits with minority...
530 Views
Matsuya R&D (7317 JP): Omron (6645 JP)’s Preconditional Tender Offer Is a Done Deal
This is a done deal, as the lower limit will be satisfied mainly by irrevocables. Timing is the key risk with the offer expected to start in late...
453 Views
Quiddity JPX-Nikkei 400 Rebal 2026: End-Nov 2025 Ranks
In total, there are 48 Potential ADDs and 47 Potential DELs (unique names) presented in the current Quiddity Leaderboard.
400 Views
Fujikura (5803 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Fujikura being added to passive portfolios at the end of Nov. Positioning in the stock is larger than in...
779 Views