Nidec Says It Won't Raise Price on Makino (6135)
Nidec again presented its case for the Makino deal, but without much flare. Makino has agreed to an early March meeting. This *may* be the catalyst...
714 Views
Merger Arb Mondays (24 Feb) - Seven & I, Proto, Tam Jai, Pentamaster, Vesync, Canvest, Domain
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
553 Views
Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down
​Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...
373 Views
Merger Arb Mondays (17 Feb) - HKBN, Fosun Tourism, Get Nice, 7&I, Shibaura, Kaonavi, Paragon
This week, the highest gross spreads are Kaonavi (84.0%), Lifestyle China (18.1%), Seven & I (14.7%), Smart Share (8.7%), ESR (6.9%), Vesync...
597 Views
Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday
​US semi onshoring boosted by positive comments on US production, SMCI points to big upside for 2026, Shiseido misses numbers but could bright...
224 Views