Kakaku.com (2371 JP): EQT/DG's JPY1 Bump Puts the Onus on Bain/LY to Go Big
Bain/LY's most credible path is a substantive bump above JPY3,755, ideally towards the high end of its IFA DCF range (JPY3,923). Whether Bain/LY...
111 Views
[Japan M&A] EQT Raises by ¥1 (+0.272%) To Still Below Maket, But EQT Language Could Speed Things Up
EQT has overbid its old underbid (to Bain's too-weak placeholder overbid) by a whopping ¥1/share. Again. Now they are both placeholders but EQT is...
182 Views
Kakaku.com (2371 JP): Bain/LY’s Latest Offer Is Playing a Dangerous Game
Bain/LY's latest offer underwhelms. While there remain arguments for continued escalation, the “winning” offer is unlikely to exceed the last close...
138 Views
Weekly Deals Digest (13 Sep) - Base, Albis, Kakaku, Sharingtech, Changhong Jiahua, Public Financial
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
98 Views
[Japan M&A] EQT Bumps Kakaku Bid to ¥3,680 - Through Bain's Bid - Means Bain Bid Likely Soon
Bain's approvals for Kakaku are due nowish. EQT has overbid their old underbid and Bain's overbid suggesting to me they knew what was coming....
125 Views