Logistics in Crisis? the 2024 Problem: Part 1
Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.
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Alps Logistics (9055 JP): KKR’s Knockout Pre-Conditional Offer at JPY5,774
The precondition has been satisfied (Vietnam regulatory approval has been waived). The tender period is from 22 Aug to 4 Oct (30 business days),...
622 Views
Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack, CPMC, Malaysia Airports, Bapcor
This week, the highest gross spreads are HEC Pharma (127.1%), Hollysys (26.1%), Fancl (17.8%), Asia Cement China (13.4%), Ansarada (11.1%),...
374 Views
Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien, APM, Ansarada, Genex, Hollysys
This week, the highest gross spreads are HEC Pharma (121.3%), Hollysys (18.9%), Ansarada (11.6%), Asia Cement China (11.1%), GA Pack (10.4%),...
630 Views
Weekly Deals Digest (09 Jun) - Teijin, Nagatanien, CF Logistics, Asia Cement, CPMC, MMG, Shift Up
Last week, notable developments occurred in Event-Driven (Asia Cement China, CPMC, CF Logistics, Nagatanien, Teijin, Altium, APM) and ECM (MMG,...
467 Views