Weekly Deals Digest (04 Oct) - Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
97 Views
NIKKON Holdings (9072 JP): Sell-Off Signals a Stalled Auction, but Downside Looks Limited
Nikkon's 13% drop on no publicly available news suggests Bain or Lone Star walked, or bidders can't fund the activists' price. Deal-break downside:...
246 Views
Weekly Deals Digest (06 Sep) - Nikkon, Kadoya, Ichibanya, Con Aero, Ausgold, Longsys, Ligent, GCash
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
101 Views
Nikkon Holdings (9072 JP): Synthetic Expert Call Transcript (03 Sep 2026)
The rumored "takeunder" scenario for Nikkon Holdings is structurally impossible. Activist investors Farallon Capital Management and Oasis...
115 Views
NIKKON Holdings (9072 JP): Two Bidders in the Second Round with Suggestions of a Takeunder
Despite suggestions of a potential takeunder, it is unlikely for several reasons and is largely a ruse to dampen expectations. An offer around...
150 Views