Merger Arb Mondays (06 Jul) - Kakaku, Taiyo, Shinko Shoji, Arclands, Qoria, Steadfast, Dida
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Last Week In Event SPACE: Digital Garage/Kakaku, Chine Resources Power, Atlas Arteria
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...
137 Views
[Japan M&A] Bain/LY Show Their Cards on Kakaku.com (They're Good Cards Brent)
Bain+LY have made a bid and Kakaku finds it is a "Qualified Competing Tender Offer Proposal" which means they have asked EQT to match Bain's bid....
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Kakaku.com (2371 JP): Bain/LY’s Binding Offer May Get the Job Done
The probability of a bidding war is low, as the Bain/LY offer represents an all-time high and EQT lacks a strong partner to support one.
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Kakaku.com (2371 JP) Tactical Outlook Ahead of Bain/LY Counter-Offer: Pop or Drop?
The bidding war for Kakaku.com has left the price stagnant since June. We see limited short-term upside (unless the bidders increase their offers)....
139 Views