Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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(Mostly) Asia-Pac M&A: Oneconnect, Snt, Aeon Delight, AEON Mall, Insignia, 7&I, Sun Art
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
1.4k Views
Japan Post Bank (7182 JP) - Not Cheap Enough Vs Others, or Holdings
JPB has come off a little from news scoop to the day before likely Pricing Date, but not enough. -3% vs TOPIX Banks. A discount and big div provide...
898 Views
Japan Post Bank (7182 JP): The Current Playbook
JPB’s shares follow the trading pattern playbook of its 2023 and JPH’s 2021 offerings, in which investors buying the offer were rewarded with...
912 Views
Japan Post Bank US$4bn Deal Updates - Needs to Correct More. Discount Vs Deal Performance Analysis
Japan Post Holdings (6178 JP) (JPH) aims to sell around US$4bn worth of Japan Post Bank (7182 JP) (JPB), trimming its stake to below 50%. In this...
900 Views