[Japan M&A] JX Advanced Metals (5016) And Toho Titanium (5727) To Merge VERY Quickly
JX Advanced Metals is taking over Toho Titanium (then will spin it out and sell a stake to Nippon Steel) at a 50% premium to last BUT there have...
1.1k Views
Merger Arb Mondays (23 Feb) - Toyota Ind, MCJ, Raksul, Sankei, AJIS, Skyworth, Humm, Bluescope, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
BlueScope (BSL AU): SGH And SDI's Latest NBIO - What Say You AusSuper?
Revised terms are close to SDI's NBIO last year, which was rejected. BlueScope has zero net debt. The USA ops are undervalued. And structurally...
580 Views
BlueScope Steel (BSL AU): SGH and Steel Dynamics’ Best and Final Offer
The offer does not fully address the Board’s reasons for rejecting the previous offer, but it will pressure the Board to engage. AustralianSuper...
409 Views
Merger Arb Mondays (16 Feb) - ENN, Dongfeng, Inforich, Takara Bio, Raksul, Toyota Ind, Pepper Money
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
638 Views