Weekly Deals Digest (14 Sep) - Zijin Gold, Chery Auto, Hesai, Mandom, Soft99, Evergrande, Shengjing
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
474 Views
Last Week In Event SPACE: Brickworks/Soul Patts, Shibaura Electronics, News Corp/Fox/REA, Dongfeng
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
535 Views
(Mostly) Asia-Pac M&A: Evergrande Property Services, Mandom, Digital Hold., Topcon, Furukawa Battery
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
502 Views
[Japan M&A] Mandom (4917 JP) MBO - Light Price, Open-Ish Register, Tough to Take Over, Could Do Fun
Mandom is the subject of an MBO where the family will go from 12% to 34% which means this is levered and cheap for the equity check. Too cheap. An...
18.2k Views
Mandom (4917 JP): A Light CVC-Sponsored Preconditional MBO
The offer is unequivocally light. The setup has the potential for a bump, particularly if an activist emerges as a substantial shareholder.
1k Views