Kemet-Yageo: Spread to Compress After CFIUS Approval?
Yageo's US$1.6bn acquisition of Kemet was announced on 11th Nov 2019. The companies filed with the CFIUS on 23rd Jan 2020 and the first 45-day...
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Taiwan - Shorts Build Up on Yageo (2327)
Total short notional in Taiwan stocks is TWD 256,524 mm (~US$8.41 bn) as of 15 November. Over the week, the largest short positions were put on...
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Yageo Takes The Fight to Passives With KEMET Bid
Following the release of a second-quarter loss of US$15.3mn to September 2019 (against a profit of US$37.1mn a year ago), KEMET Corp (KEM...
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