Weekly Deals Digest (11 May) - CATL, Hengrui, Imagica, MitShokuhin, NTT Data, Shibaura, Torii, ZEEKR
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
482 Views
Mitsubishi Shokuhin (7451 JP): MitCorp (8058 JP) Light Tender Offer at JPY6,340
While the offer represents an all-time high, it is materially below the midpoint of the IFA DCF valuation range. However, the shareholder structure...
388 Views
[Japan M&A] MitCorp (8058) Buys Out Subsidiary Mitsubishi Shokuhin (7451) - Bad Process, Bad Price
MitCorp is taking Mitsubishi Shokuhin private. They already own 50.1%. This won't change MitCorp. But the process was unfortunate, and MS's Board...
758 Views
The Beat Ideas: Vinati Organics- A Niche Giant in Specialty Chemicals
Vinati Organics dominates global market with 65% share in ATBS and IBB, expanding capacity and diversifying to drive long-term revenue growth.
927 Views
Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN
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...
608 Views