Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>You probably have downside to ¥3,720 if EQT's bid lapses. Downside may be limited to ¥3,760 if <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com (2371 JP)</a> convinces Bain to bid up to negotiate with KDDI.</li>
<li>
<a href="https://www.smartkarma.com/entities/northern-star-resources-ltd" target="_blank" data-smartkarma-citation="entities:4243:1" rel="noopener">Northern Star Resources (NST AU)</a> extends an olive branch to Elliott, (temporarily?) avoiding a proxy fight.</li>
<li>If one wants SBI to raise the price for<a href="https://www.smartkarma.com/entities/base-inc" target="_blank" data-smartkarma-citation="entities:28353:1" rel="noopener"> (4477 JP)</a>, it behooves the market to trade at ¥345 again. Get long, or get longer.</li>
</ul>


You probably have downside to ¥3,720 if EQT's bid lapses. Downside may be limited to ¥3,760 if Kakaku.com (2371 JP) convinces Bain to bid up to negotiate with KDDI.

Northern Star Resources (NST AU) extends an olive branch to Elliott, (temporarily?) avoiding a proxy fight.
If one wants SBI to raise the price for (4477 JP), it behooves the market to trade at ¥345 again. Get long, or get longer.


Last Week In Event SPACE: Kakaku, Northern Star Resources, BASE Inc, Reliance Worldwide, Cloudbreak

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

<ul>
<li>The <a href="https://www.smartkarma.com/entities/spindex-industries-ltd" target="_blank" data-smartkarma-citation="entities:17868:1" rel="noopener">Spindex Industries (SPE SP)</a> IFA has opined that the Chairman and PrimeMovers Equity’s scheme offer of S$1.43 is fair and reasonable.</li>
<li>The offer is at the upper end of the IFA valuation range of S$0.71 and S$1.44. The offer is at adjusted NAV and is attractive compared to historical trading ranges.</li>
<li>The absence of a disinterested shareholder holding a blocking stake and moderate retail ownership reduces voting risk. This is a done deal.</li>
</ul>


The Spindex Industries (SPE SP) IFA has opined that the Chairman and PrimeMovers Equity’s scheme offer of S$1.43 is fair and reasonable.
The offer is at the upper end of the IFA valuation range of S$0.71 and S$1.44. The offer is at adjusted NAV and is attractive compared to historical trading ranges.
The absence of a disinterested shareholder holding a blocking stake and moderate retail ownership reduces voting risk. This is a done deal.


Spindex Industries (SPE SP): Scheme Vote on 18 December

Hong Kong

KFM Kingdom is an investment holding company that manufactures and sells precision metal stamping and lathing products. The company provides design engineering solutions, prototyping, and manufacturing services for various industries, including medical and test equipment, finance equipment, consumer electronics, network/data storage, and office automation. KFM Kingdom was founded in 1987 and is headquartered in Tsuen Wan, Hong Kong.

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KFM Kingdom (3816 HK)

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...

David Blennerhassett

Spindex Industries (SPE SP): Scheme Vote on 18 December

The offer is at the upper end of the IFA valuation range of S$0.71 and S$1.44. This is done. At the last close and for the 11 Feb 2026 payment, the...

Arun George

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