Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
115 Views
[Japan M&A] Bain/LY Has All Kakaku Approvals, Bumps Bid to Stay In The Game. Now We Await Talks
Bain/LY have bumped their binding proposal which now goes to three-way talks. This 1+% bump vs EQT's best isn't a knock-out but instead serves as...
156 Views
Kakaku.com (2371 JP): Bain/LY’s Latest Offer Is Playing a Dangerous Game
Bain/LY's latest offer underwhelms. While there remain arguments for continued escalation, the “winning” offer is unlikely to exceed the last close...
138 Views
Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
634 Views
[Quiddity Index] CORRECTION: Advance Look at Mar27 Nikkei 225 Rebal; Info & Comms Rules The Roost
A misread of the Sep26 rebal announcement led me down a wrong path. The path is now corrected, but the path is still shrouded in fog. That fog may...
200 Views