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
Kakaku.com (2371 JP): Digital Garage Moves to Thwart Bain/LY
The Nikkei reports that Bain/LY’s binding offer is around JPY3,500, a 16.7% premium to EQT’s JPY3,000 offer and a 3.2% premium to the last close....
239 Views
[Japan M&A] Likely Bain/LY Overbid for Kakaku.com - STILL Not a Done Deal
The original "acceptance" and support/recommendation by Kakaku was highly qualified. DG may not be interested in selling but I expect Bain+LY are...
227 Views
Merger Arb Mondays (22 Jun) - Kakaku, Nippon Dry, Shinko Shoji, Accent, Humm, Qoria, Skyworth
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
209 Views
Weekly Deals Digest (07 Jun) - Kakaku, Edion/ Yamada, Shinko Shoji, MGM China, Atlas Arteria, Cygnus
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
116 Views