M3 (2413 JP) - Building Up After the Crash: Know Your ABCs (Activist, Buyback, Cash)
M3 was a darling of growth investors until 5 years ago. M3 was a five-bagger in the 18mos to early 2021. Then it crashed 85+%. But revenue, OP, and...
214 Views
Weekly Deals Digest (16 Aug) - Shein, Kakaku, Austal, BetMakers, Cleanaway, Cygnus, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
134 Views
Weekly Deals Digest (02 Aug) - Shein, Future Corp, Kakaku, Tamron, Australian Strategic, Perpetual
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
140 Views
Kakaku.com (2371 JP): More to Go as Bain/LY Return with a Revised Offer
The latest Bain/LY offer mirrors the EQT/DG offer by gaming the competing offer clauses. Crucially, the new disclosure of Bain/LY IFA’s valuation...
158 Views
[Japan M&A] EQT+DG Up Their Kakaku.com (2371 JP) TOB Price by 15% to ¥3450; Bain Needs To Bump
EQT+DG have upped their price to buy Kakaku.com from ¥3,000 to ¥3,450. This intent was mostly previewed in a filing nearly two weeks ago, but the...
193 Views