Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
95 Views
EQT: Returns at Scale - [Business Breakdowns, EP.220]
Matt Russell and guest Sean Barrett discuss the lesser known but significant player in the Alts space, EQT, and the complexities of analyzing...
281 Views
Merger Arb Mondays (25 May) - Kakaku, Nippon Dry Chem, Skyworth, Changhong Jiahua, Shengmu, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
106 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
128 Views
Kakaku.com (2371 JP): Pass the Popcorn as EQT Launches a Tender Offer
The conspicuous lack of Oasis’s support, the absence of an auction despite a Bain/LY bid, reliance on passives' vote and irrevocables with...
317 Views