The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
658 Views
NEC Networks & System (1973 JP): Oasis Stake Could Be a Headache for NEC
Since announcing the offer, the shares have traded at or above terms. Including Oasis’ pre-tender stake, the total potential “NO” volume is 35.0m...
1.1k Views
Net One Systems (7518 JP): SCSK (9719 JP)’s JPY4,500 Tender Offer
The offer is attractive compared to precedent transactions, peer multiples, and historical trading ranges. The shareholder register is open, which...
685 Views
NESIC (1973 JP): NEC (6701 JP)’s JPY3,250 Tender Offer
While below the midpoint IFA DCF range, the offer is attractive vs peer multiples and historical trading ranges. This is a done deal.
576 Views
Seibu Holdings - Asset Heavy To Asset Lighter if Not Fully Asset Light
Seibu Holdings has been in the process of selecting hotel assets for sale, and buyers to buy them. It looks like we may have a deal, at slightly...
509 Views