Kakaku.com (2371 JP): EQT/DG's JPY1 Bump Puts the Onus on Bain/LY to Go Big
Bain/LY's most credible path is a substantive bump above JPY3,755, ideally towards the high end of its IFA DCF range (JPY3,923). Whether Bain/LY...
111 Views
[Japan Event] Digital Garage (4819) Is The Wrong Price
Digital Garage was the wrong price in July when the bid for Kakaku was lower. It is the wrong price today with the Kakaku price higher. It is...
407 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
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Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS
Meituan Food Delivery hits 90 million daily orders, JD launches OTA hotel and travel business with zero commission policy, TikTok to launch Japan...
260 Views