Merger Arb Mondays (06 Oct) - Kangji, Soft99, I-Net, Daiseki, Mandom, Changhong, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
555 Views
I-Net Corp (9600 JP): ORIX Corp (8591 JP)’s Tender Offer at JPY2,530
The offer is attractive as it is above the midpoint of the target IFA DCF valuation range and represents an all-time high. This should get done.
1.2k Views
Mori Hills REIT (3234) - Large Sponsor Buy in Market as % of Max Real World Float
Mori Building has announced a big buy of Mori Hills REIT, the cheapest PNAV J-REIT in the office sector, and an above-average div yield. The goal...
875 Views
Merger Arb Mondays (04 Aug) - Santos, Joy City, HKBN, Krosaki Harima, Fujitec, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
510 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
922 Views