Makino Milling Machine (6135 JP): FEFTA Approval Rears Its Head Again as NSSK’s Offer Is Declined
Due to a significant re-rating of peers/index and Makino’s upgraded FY2029 targets since the undisturbed date, the share price fall on a deal break...
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NASN (拿森智能) Pre-IPO: Early Thoughts
NASN has passed the HKEX listing hearing and is seeking a Main Board listing. We look at its business, industry, financials, peer valuation and pre...
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Makino Milling Machine (6135 JP): NSSK’s Rumoured Revised Offer Around JPY16,000
An NSSK offer around the rumoured JPY16,000 is justifiable. The Board would likely be supportive despite the alternative of implementing its...
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Makino Milling Machine (6135 JP): A Rollercoaster Ride as NSSK Rumoured to Launch a Competing Bid
While the NSSK offer will be preconditional on regulatory approvals, it will not require FEFTA approval. I estimate the NSSK potential offer to be...
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