Weekly Deals Digest (14 Sep) - Zijin Gold, Chery Auto, Hesai, Mandom, Soft99, Evergrande, Shengjing
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
474 Views
Fuji Oil (5017 JP): Idemitsu Kosan (5019 JP)’s Tender Offer at JPY480
While reasonable on several fronts, the offer is susceptible to a bump as it is far from a knockout bid, and Fuji Oil previously had activists on...
606 Views
Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
750 Views
Idemitsu (5019): First SumiChem's, Now JERA's Stake in Fuji Oil (5017) To Go to 22%. It's Coming...
Idemitsu has bought two corporate stakes in Fuji Oil to go from 6+% to nearly 22%. This is not a big surprise. There's history. Medium-long-term, a...
878 Views
Cosmo Oil (5021) Shareholder Return Policy Is Bigger Than It Looks
Cosmo Oil had a great year, and the 2022 Forecast (to March 2023) is stronger than I expected. The Shareholder Return Policy is manifested by a...
655 Views