Shibaura Electronics (6957 JP): Minebea Changes Tack and Matches Yageo’s JPY6,200 Offer
Minebea has upped the ante by unexpectedly matching Yageo’s JPY6,200 offer. Yageo must bump to prevent Minebea from succeeding before it can secure...
354 Views
Merger Arb Mondays (11 Aug) - Mayne, PointsBet, Infomedia, Ashimori, Toyo Const, HKBN, Joy City
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
839 Views
Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours
An upbeat tone set for JP Apple suppliers. SMCI down after cut sales guidance. Mitsubishi Heavy Industries earnings show strong growth.
227 Views
Shibaura Electronics (6957 JP): Core Designation Does Not Change Yageo’s Calculus
The reclassification to core, which explains the elongated approval process, should not materially impact Yageo’s approach to securing regulatory...
418 Views
Merger Arb Mondays (04 Aug) - Santos, Joy City, HKBN, Krosaki Harima, Fujitec, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
510 Views