Kakaku.com (2371 JP): Third JPY1 Bump, Same Stalemate, Limited Upside Left
EQT/DG's JPY1 bump to JPY3,682 buys time, not a win. Bain/LY's silence likely signals one decisive bump. At JPY3,800, the risk/reward is not...
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Last Week In Event SPACE: Kakaku.com, Sankei Real Estate, ReNew Energy Global, Korea Aerospace Ind
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Kakaku.com (2371 JP): EQT/DG's JPY1 Bump Puts the Onus on Bain/LY to Go Big
Bain/LY's most credible path is a substantive bump above JPY3,755, ideally towards the high end of its IFA DCF range (JPY3,923). Whether Bain/LY...
111 Views
[Japan M&A] EQT Raises by ¥1 (+0.272%) To Still Below Maket, But EQT Language Could Speed Things Up
EQT has overbid its old underbid (to Bain's too-weak placeholder overbid) by a whopping ¥1/share. Again. Now they are both placeholders but EQT is...
182 Views
Merger Arb Mondays (28 Sep) - Kakaku, Sankei RE, Kadoya, Leopalace, Goodbaby, Z Fin, Yinson, Peet
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views