Asia-Pac M&A [August 2026 Wrap]: Baudroie, EQT, Guotai Junan, Peet, Reliance Worldwide, Yinson
For the month of August, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$7bn. The average premium for the new deals...
100 Views
Fashion E-Commerce: Physical Stores Grow Faster than Online in Japan
Fashion sector saw a slowdown in online spending post-Covid as shoppers returned to physical stores, impacting overall market growth. Winners in...
443 Views
Merger Arb Mondays (31 Aug) - Dentsu Soken, Kakaku, EQT, Cleanaway, OFX, Reliance, Carnaby, Atlantic
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
[Japan M&A] Itochu Deal Details for Dentsu Soken (4812); ¥2,880 Is Better than Rival Bid, But...
Itochu is buying the minorities of Dentsu IT sub Dentsu Soken. Dentsu is staying in. The deal is not expensive. I think it too cheap. But I don't...
171 Views
Weekly Deals Digest (30 Aug) - Kakaku, Dentsu Soken, Seed, Carnaby, Peet, Suncorp, OUE, Shein
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
105 Views