Mitsubishi Logisnext (7105 JP): JIP’s Takeunder Offer
The offer is light in comparison to peer multiples and is below the midpoint of the target IFA DCF valuation. However, the low required tendering...
957 Views
[Quiddity Index] Oct25 Leaderboard for Nikkei 225 Mar26 Review; One In One Out Likely
The Sep 2025 Nikkei 225 Rebal was not a "right-way" event for the ADD (Shift (3697)). The March 2026 rebal looks also to be a 1 IN 1 OUT affair,...
524 Views
Merger Arb Mondays (29 Sep) - Soft99, Ashimori, Mandom, Paramount, OneConnect, Dongfeng, Spindex
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
586 Views
Merger Arb Mondays (22 Sep) - Technopro, Soft99, Mandom, Pacific Ind, Dongfeng, Shengjing, Smartpay
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
635 Views
Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
534 Views