Kakaku.com’s 23 Listed Years: What It Got Right, From a Frothy IPO to a Bidding War
From a debut priced at 267x earnings to a 2026 bidding war, Kakaku.com returned about 28x with dividends. What it got right, early and late, and...
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Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
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Last Week In Event SPACE: Kakaku, Northern Star Resources, BASE Inc, Reliance Worldwide, Cloudbreak
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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[Japan M&A] Bain/LY Has All Kakaku Approvals, Bumps Bid to Stay In The Game. Now We Await Talks
Bain/LY have bumped their binding proposal which now goes to three-way talks. This 1+% bump vs EQT's best isn't a knock-out but instead serves as...
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Kakaku.com (2371 JP): Bain/LY’s Latest Offer Is Playing a Dangerous Game
Bain/LY's latest offer underwhelms. While there remain arguments for continued escalation, the “winning” offer is unlikely to exceed the last close...
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