Weekly Deals Digest (01 Mar) - Toyota Ind, Toho Titanium, Yomeishu, Nintendo, Bluescope, Clearview
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
366 Views
Last Week In Event SPACE: Toyota Industries, Bluescope Steel, Ibiden, CK Hutch
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
358 Views
Toyota Industries (6201 JP): Risk/Reward Ahead of the Second Close
Elliott is trying to raid the irrevocables ahead of the second close. A revised offer above 3Q book remains likely. The downside to a deal break...
542 Views
Merger Arb Mondays (23 Feb) - Toyota Ind, MCJ, Raksul, Sankei, AJIS, Skyworth, Humm, Bluescope, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
[Japan M&A/Activism] Toyota Fudosan -TICO (6201) Deal VII - Risks, Risk Mgmt, and Cui Bono?
Part VII looks at Break Risk, Event Risk, Hedge Risk, but most importantly, CUI BONO. This transaction is structured in a way possibly (not...
751 Views