Aeon Mall (8905 JP): Aeon (8267 JP)’s Potential Share Exchange Offer
The terms of the share exchange are expected to be announced in early April and be implemented in July. My analysis suggests a potential share...
624 Views
Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
693 Views
Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
570 Views
Aeon Delight (9787 JP): Aeon’s (8267 JP) JPY5,400 Tender Offer
Despite the skinny premium, the offer is reasonable compared to historical trading ranges and peer multiples. The offer represents an all-time high.
488 Views
Aeon (8267) And Aeon Mall (8905) To Be a Guess The Ratio Trade
Aeon announced two takeovers Friday. One is a scrip merger which means we get a 5-6 week "Guess The Ratio" trade. They have a bad history. Previous...
807 Views