Asia-Pac M&A [August 2026 Wrap]: Baudroie, EQT, Guotai Junan, Peet, Reliance Worldwide, Yinson
For the month of August, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$7bn. The average premium for the new deals...
100 Views
Ajinomoto Malaysia (AJI MK): 24th Sept Vote On Parent's Offer. IA Conclusion Suspect, At Best
The Circular is out. The Independent Advisor (RHB) opined not fair but reasonable. The "not fair" part is tenuous. The EGM is the 24th September....
102 Views
Merger Arb Mondays (31 Aug) - Dentsu Soken, Kakaku, EQT, Cleanaway, OFX, Reliance, Carnaby, Atlantic
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Ajinomoto (Malaysia) (AJI MK): IA Opines NOT Fair but Reasonable; Vote on 24 September
The lack of a disinterested shareholder holding a blocking stake, the Board’s support and recent precedents suggest that the vote remains low-risk.
103 Views
Merger Arb Mondays (24 Aug) - Con Aero, Z Fin, European Lithium, Cygnus, OFX, Kakaku, Baudroie
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views