JPX Margin Trading Weekly (Aug 22nd): SoftBank, Mitsubishi UFJ Financial, Sanrio, Disco
We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi UFJ Financial (8306 JP), Sanrio...
449 Views
[Japan M&A] Toyoda Gosei Buys Out Affiliate Ashimori Industry at 1.000x Mar25 Book
MURAKAMI Takateru (offshore resident son of noted activist MURAKAMI Yoshiaki) has built a 10+% position in Ashimori Industries (3526 JP) across...
1.2k Views
Ashimori Industry (3526 JP): Potential Endgames as Murakami Builds a Stake
Takateru Murakami has reported a 10.88% ownership ratio that will be a problem for Toyoda Gosei's tender offer. There are three possible ways this...
740 Views
Merger Arb Mondays (25 Aug) - Dongfeng, ENN Energy, Shibaura, Santos, Lynch, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
842 Views
(Mostly) Asia-Pac M&A: Santos, Abacus Storage, Gold Road, PointsBet, Smart Share, Apiam, Lynch
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
549 Views