[Japan M&A/Activism] Toyota RE Deal for Toyota Inds (6201) Part II: Trading Through, Buns at Dawn
Buns at Dawn. Elliott has released a 50-page presentation backing their letter. It's detailed, and kinda ugly. Another announcement last night...
855 Views
Merger Arb Mondays (26 Jan) - Toyota Ind, Raksul, Mamezo, Skyworth, IJM, ENN, Australian Strategic
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
684 Views
Asia-Pac M&A Weekly Wrap: Australian Strategic Materials, Qube, Dongfeng Motor, Raksul, IJM Corp
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
309 Views
StubWorld: The Maths For A MUCH Higher Bid For Toyota Inds (6201 JP) Remains Compelling
The play for activists is to buy more TICO. Be very public about value, try to block the deal, then say you want to spill the board.
545 Views
Weekly Deals Digest (18 Jan) - Toyota Ind, Mandom, IJM, BioDlink, Dongfeng, Qube, Montage, Busy Ming
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
323 Views