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
[Japan M&A] An Ongoing Competitive MBO-Ish Deal for Kadoya Sesame Mills (2612 JP) - Watch for More
Integral and the founding Ozawa family have lobbed a strong bid for Kadoya Sesame Mills. Doesn't meet midpoint of FA's DCF valuation (which looks...
220 Views
Kadoya (2612 JP): Integral's Unconventional Offer With Competing Bidders Lurking
Mitsubishi and Mitsui’s deliberately deferred, non-committal stance facilitates a potentially higher competing bid, particularly as the offer is...
224 Views
Kadoya Sesame Mills (2612 JP): Synthetic Expert Call Transcript (03 Sep 2026)
Yesterday’s (September 2, 2026) limit-up surge to JPY 2,193 was triggered by a Mergermarket report detailing a potential take-private bid led by...
116 Views
Kadoya (2612 JP): Evaluating a Potential Privatisation
Kadoya has materially outperformed its peers over the past 12 months, thereby capping the takeover premium. I estimate an offer of JPY1,950 to...
128 Views