Weekly Deals Digest (16 Nov) - Pacific Ind, Forum, Fujitec, Itochu Shokuhin, Maruwn, Star Micronics
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
376 Views
Itochu-Shokuhin (2692 JP): Itochu Likely to Shrug off Sapphireterra’s Privatisation Call
Sapphireterra has suggested two proposals (privatisation by Itochu, special divs) to improve shareholder returns. The Board is likely to react to...
391 Views
Hitachi Construction Machinery Block - US$450m Selldown by Hitachi
Hitachi Ltd (6501 JP) aims to raise around US$452m via a 6.97% stake sale in Hitachi Construction Machinery Co. In this note we talk about the deal...
1k Views
The Great Divide: Fashion Retail’s Oligopoly
​Japanese clothing market dominated by top 100 retailers in FY2024-25, with top 10 owning 34% in specialty market, solidifying oligopoly. Leaders...
453 Views
BrainPad (3655 JP): Fujitsu (6702 JP)’s 100% Premium Tender Offer
The huge takeover premium resulted from an auction. The offer is attractive compared to historical trading ranges and is above the midpoint of the...
811 Views