Merger Arb Mondays (02 Mar) - Dongfeng, ENN, Bluescope, Humm, ClearView, Toho Titanium, Sankei, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
385 Views
Weekly Deals Digest (01 Mar) - Toyota Ind, Toho Titanium, Yomeishu, Nintendo, Bluescope, Clearview
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
366 Views
Weekly Deals Digest (16 Nov) - Pacific Ind, Forum, Fujitec, Itochu Shokuhin, Maruwn, Star Micronics
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
523 Views
Mitsubishi Shokuhin (7451 JP): MitCorp (8058 JP) Light Tender Offer at JPY6,340
While the offer represents an all-time high, it is materially below the midpoint of the IFA DCF valuation range. However, the shareholder structure...
456 Views
Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS
Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...
723 Views