Idemitsu (5019) - Buyback Announced, Executed, To Be Executed Again; Pressure & Timing
Idemitsu announced a decent-sized buyback. It is 20+% of Max Real World Float though crossholders may start selling next FY. There is timing to a...
766 Views
(Mostly) Asia M&A, Dec 2024: De Grey, Insignia, ESR Group, Fosun Tourism, HKBN, Pentamaster, Beenos
For Dec 2024, 13 new transactions were discussed on Smartkarma with an overall deal size of ~US$16bn. The Dec average premium for these new...
762 Views
Last Week in Event SPACE: Honda, Shanghai Henlius, Exedy, Arcadium Lithium
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...
702 Views
(Mostly) Asia-Pac M&A: Makino, Henlius, GAPack, Nec Networks, Suntec REIT, VCredit, Pentamaster
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
648 Views
Merger Arb Mondays (23 Dec) - Seven & I, Fuji Soft, NEC Networks, Pentamaster, Goldlion, Henlius
This week, the highest gross spreads are Arcadium Lithium (20.6%), Seven & I (17.8%), Get Nice Financial (10.3%), ESR (8.9%), Goldlion (7.3%),...
773 Views