Primer: Joyful Honda (3191 JP) - Aug 2026
Joyful Honda is a prominent home improvement retailer in Japan, distinguished by its large-format stores that offer an extensive range of...
99 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Weekly Deals Digest (11 Oct) - Taiyo, Arclands, BASE, PHC, Haitong Unitrust, Cleanaway, Ingenia/Peet
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
102 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Arclands (9842): Fraud at PFH, Potential Pressure on the Merger Terms
The Arclands/Joyful merger stalled after a JPY1.3bn profit restatement. The likely outcome is Joyful securing a small (~5%) increase in its ratio,...
99 Views