Kakaku.com (2371 JP): EQT/DG's JPY1 Bump Puts the Onus on Bain/LY to Go Big
Bain/LY's most credible path is a substantive bump above JPY3,755, ideally towards the high end of its IFA DCF range (JPY3,923). Whether Bain/LY...
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[Japan M&A] EQT Raises by ¥1 (+0.272%) To Still Below Maket, But EQT Language Could Speed Things Up
EQT has overbid its old underbid (to Bain's too-weak placeholder overbid) by a whopping ¥1/share. Again. Now they are both placeholders but EQT is...
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Japan: Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
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Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather
Consumer staples and utilities up as market rotated towards defensive. Despite activist win, the market is still cautious with Kyocera.
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Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
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