Primer: Matsuya R&D (7317 JP) - Apr 2026
Matsuya R&D operates a unique and synergistic business model, combining the development and sale of automated sewing machinery with...
114 Views
Matsuya R&D (7317 JP): Omron (6645 JP)’s Preconditional Tender Offer Is a Done Deal
This is a done deal, as the lower limit will be satisfied mainly by irrevocables. Timing is the key risk with the offer expected to start in late...
449 Views
Central Plaza Hotel Plc. (CENTEL): 2Q26 Core Profit Beat Expectations On Strong Cost Control - Neutral (12M FWD Fair Value Bt40.50)
2Q26 core profit beat our forecast on lower-than-expected expenses. However, the company cut its RevPAR guidance (including Dubai) for the second...
99 Views
Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
174 Views
Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views