Yomeishu Seizo (2540 JP): Murakami’s Takeunder Is Self-Financing and a Done Deal
While the offer is marginally higher than KKR's offer (the highest received in an auction), the transaction's economics favour Murakami vs...
356 Views
Merger Arb Mondays (23 Feb) - Toyota Ind, MCJ, Raksul, Sankei, AJIS, Skyworth, Humm, Bluescope, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
Merger Arb Mondays (16 Feb) - ENN, Dongfeng, Inforich, Takara Bio, Raksul, Toyota Ind, Pepper Money
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
638 Views
Pepper Money (PPM AU): Challenger and KKR’s Attractive NBIO
The NBIO is attractive compared to peer multiples and historical trading ranges. The presence of KKR (the largest shareholder) in the consortium...
410 Views
Merger Arb Mondays (09 Feb) - Mandom, MCJ, Toyota Ind, Raksul, IJM, Guocoland, Skyworth, ENN
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
541 Views