Merger Arb Mondays (02 Feb) - Dongfeng, ENN, Toyota Ind, Raksul, Sankei, Mandom, IJM, Webjet, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
519 Views
Aequitas: Kokusai Electric Placement - Last Deal Did Ok, but the Stock Has Done Very Well Since
Applied Materials (AMAT US) (AM) is looking to raise approximately US$510m through an accelerated secondary offering for around 5% of Kokusai...
796 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied materials appears to be in the market again to selldown some more of its stake in Kokusai Electric. It last sold in Oct 2025.
1.2k Views
Merger Arb Mondays (26 Jan) - Toyota Ind, Raksul, Mamezo, Skyworth, IJM, ENN, Australian Strategic
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
681 Views
Merger Arb Mondays (19 Jan) - IJM, Dongfeng, BioDlink, Makino, Toyota Ind, Mandom, Qube, Webjet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
619 Views