Merger Arb Mondays (21 Oct) - Seven & I, Fuji Soft, Henlius, Canvest, GA Pack, Dyna-Mac
This week, the highest gross spreads are Seven & I (22.9%), Henlius (9.6%), Shinko Electric (8.2%, Canvest (7.0%), Arcadium Lithium (5.8%),...
596 Views
Fuji Soft (9749 JP): The Board’s Unchanged Recommendation Caps the Upside
Bain will likely waive the precondition to launch its offer. KKR will need to match terms to succeed. Another higher offer from Bain is unlikely as...
477 Views
Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven & I, Arcadium Lithium
This week, the highest gross spreads are Seven & I (18.3%), Henlius (8.1%), Canvest (7.5%), Haitong Securities (7.2%), Shinko Electric (7.2%), GA...
713 Views
Fuji Soft (9749 JP): Bain’s Better Late than Never Competing Offer
Bain’s offer is designed to bring KKR to the negotiating table. This could be the end game, but KKR is equally likely to match terms, making it...
758 Views
Merger Arb Mondays (07 Oct) - GA Pack, Henlius, Canvest, Samson, T-Gaia, Descente, Platinum
This week, the highest gross spreads are Henlius (8.8%), GA Pack (8.2%), Canvest (7.2%), Shinko Electric (6.7%), Capitol Health (5.9%), Malaysia...
388 Views