Weekly Deals Digest (05 Oct) - Mitsubishi Logisnext, Soft99, Daiseki Eco, I Net, Tekscend, LG
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
323 Views
[Japan M&A] Mitsubishi Logisnext (7105) - This Deal Looks Mighty Bad
Mit Heavy wants out so held an auction. Trump Tariffed. Bidders balked. So MitHeavy went with the one remaining and thinks nobody else will ever re...
1k Views
Mitsubishi Logisnext (7105 JP): JIP’s Takeunder Offer
The offer is light in comparison to peer multiples and is below the midpoint of the target IFA DCF valuation. However, the low required tendering...
955 Views
[Japan M&A] Mitsubishi Logisnext (7105) - The Deal Still Looks Mighty Good
The Mitsubishi Logisnext potential takeover isn't seeing updates. But earnings and guidance with writedowns and new outlook were out late last...
984 Views
Mitsubishi Logisnext (7105) - Worth Buying The Dip On Likely Sale
Logisnext is dipping on market dip (some would put it more strongly). This deal is not specifically tariff-risk (imho) because US mfg plants are an...
1.3k Views