Thinking About Topcon (7732) And the New METI-Enabled Bad Cop-Good Cop Routine
The METI Guideline on Corporate Takeovers has enabled a BadCop-GoodCop routine to be played out by activists and PE funds. Topcon may be a victim....
2.3k Views
Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
635 Views
[JAPAN ACTIVISM] Exedy (7278) - Immediate Results Reaction Was a Damp Squib, But Climbing Now
Murakami-san is at 26% of voting rights and together with the first buyback, the entire Aisin offering is now covered. The next large buyback is...
564 Views
(Mostly) Asia-Pac M&A: Agro Kanesho, Nishimoto, Chita Kogyo, Macromill, Silk Logistics, Avarga, MAHB
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
709 Views
(Mostly) Asia-Pac M&A: Sigma Healthcare, Get Nice, Net One Systems, Latin Resources, Korea Zinc
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
634 Views