[Japan Event/M&A] Nippon Sheet Glass Injection+Debt-For-Equity-For-Takeover Swap
The Nikkei reported yesterday on an unusual non-TOB takeover/squeezeout for minorities in Nippon Sheet Glass, debt-burdened from earlier expansion...
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Nippon Sheet Glass (5202 JP): Rumoured Restructuring and Squeeze-Out at JPY500
The rumoured restructuring eases the debt burden. While the squeeze-out price is light, the EGM vote will pass, as post-restructuring, Apollo/banks...
554 Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week
Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...
446 Views
Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value
Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...
374 Views