Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
174 Views
Weekly Deals Digest (14 Jun) - Con Aero, ENN, Nippon Dry Chem, Nippon Sheet, OOh!Media, Steadfast
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
Nippon Dry-Chemical (1909 JP): Neuberger Starts an Activist Campaign, but Success Is Uncertain
While Neuberger’s criticisms have merit, the Board could credibly refute most of them. The shares are marginally trading through terms, but the...
205 Views
[Japan Event] Carlyle and ALSOK Compete Then Join To Take Over NDC (1909) - ¥3,730
Neuberger Berman has sent a letter to the Board/Spec Committee of Nippon Dry Chem (1909 JP) (attached below). They say the biz plan underlying the...
255 Views
Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views