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....
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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
Ajinomoto Malaysia (AJI MK): Synthetic Expert Call Transcript (18 Aug 2026)
The RM20.00 per share selective capital reduction (SCR) offer by Tokyo-based parent Ajinomoto Co. Inc. is widely viewed by institutional minority...
95 Views
Ajinomoto Malaysia (AJI MK): Parent Reiterates Terms Are Fair
This is a clean deal. Trading at a gross/annualised spread of 5.8%/20.2% as I type, assuming early December completion. If illiquid Malaysian arbs...
105 Views
Ajinomoto Malaysia (AJI MK): Ajinomoto's Fair Offer
Clean deal. Trading at a gross/annualised spread of 5.5%/12.4%, assuming early December completion. That's looks right. If illiquid Malaysian arbs...
188 Views