Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
864 Views
[Japan M&A] Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA. CHEAP.
MBOs are of the zeitgeist. Unfortunately, under-priced MBOs where the Board give away the company to the founder family are also of the zeitgeist....
1k Views
Weekly Deals Digest (11 May) - CATL, Hengrui, Imagica, MitShokuhin, NTT Data, Shibaura, Torii, ZEEKR
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
547 Views
Imagica (6879 JP): MBO Tender Offer at JPY795
The offer is reasonable compared to historical trading ranges and is above the midpoint of the IFA DCF valuation range. The high irrevocables pave...
473 Views
Imagica Robot Holdings (6879 JP): Q3 FY03/25 flash update
Revenue decreased by 6.9% YoY to JPY66.5bn, with a net loss of JPY242mn due to overseas performance. Content Creation business saw a 9.7% YoY...
288 Views