Merger Arb Mondays (02 Dec) - Shinko, WealthNavi, AVJennings, SG Fleet, Latin Res, Get Nice, GA Pack
This week, the highest gross spreads are WealthNavi (43.6%), Henlius (14.4%), Shinko Electric (12.8%), Get Nice Financial (12.8%), Arcadium Lithium...
702 Views
NTT (9432 JP) And SBI Sumishin NetBank (7163 JP)? Maybe. Maybe Not. Seven Bank A Better Idea
A news weekly magazine Bunshun today had an article suggesting a bank executive thought NTT Docomo was on its way to buying SBI Sumishin Netbank....
1.4k Views
Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?
Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.
378 Views
Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH, Arcadium, Henlius, Canvest, GAPack
This week, the highest gross spreads are Henlius (21.5%), Canvest (13.7%), Get Nice Financial (13.3%), Shinko Electric (12.7%), Arcadium Lithium...
516 Views
Seven & I Holdings (3382 JP): Evaluating the Potential MBO
The NHK article increases the credibility of the MBO. The completion time pressures Couche-Tard to respond by either overbidding, working on a...
586 Views