[Japan M&A] Shibaura in Limbo - "Neutral" On Minebea And "Reserves Opinion" On YAGEO Bid, Waiting...
Minebea has upped irrevocables, and complained about Yageo's bid for which we still await regulatory approvals. Shibaura asked Minebea to bump, but...
609 Views
Shibaura Electronics (6957 JP): Board’s Changed Stance as Minebea Hopes Reg Approvals Derail Yageo
Minebea is reluctant to revise terms further and hopes Yageo will withdraw due to its failure to secure regulatory approvals. The odds of Minebea...
398 Views
[Japan M&A] YAGEO Overbids Minebea's Overbid of YAGEO's Overbid of Minebea's Overbid - The Endgame
Minebea updated their Shibaura docs last Weds to say they now had irrevocables of 23.35% vs 22.28%. Shibaura reiterated support. Shibaura not yet...
985 Views
Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
724 Views
Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis
Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...
295 Views