Fuji Soft (9749 JP): The Board’s Unchanged Recommendation Caps the Upside
Bain will likely waive the precondition to launch its offer. KKR will need to match terms to succeed. Another higher offer from Bain is unlikely as...
494 Views
Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven & I, Arcadium Lithium
This week, the highest gross spreads are Seven & I (18.3%), Henlius (8.1%), Canvest (7.5%), Haitong Securities (7.2%), Shinko Electric (7.2%), GA...
742 Views
Fuji Soft (9749 JP): Bain’s Better Late than Never Competing Offer
Bain’s offer is designed to bring KKR to the negotiating table. This could be the end game, but KKR is equally likely to match terms, making it...
775 Views
Merger Arb Mondays (07 Oct) - GA Pack, Henlius, Canvest, Samson, T-Gaia, Descente, Platinum
This week, the highest gross spreads are Henlius (8.8%), GA Pack (8.2%), Canvest (7.2%), Shinko Electric (6.7%), Capitol Health (5.9%), Malaysia...
409 Views
Merger Arb Mondays (30 Sep) - Canvest, Henlius, CPMC, Xingda, Fuji Soft, Capitol, Dyna-Mac
This week, the highest gross spreads are Canvest (9.1%), GA Pack (8.6%), Henlius (8.1%), Shinko Electric (7.3%), China TCM (6.7%), Malaysia...
427 Views