Weekly Deals Digest (18 May) - CATL, Hengrui, ESR, OneConnect, Mayne, Nissin, Nippon Road, TechnoPro
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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TechnoPro (6028 JP): A Good Privatisation Candidate
Precedent transaction multiples imply a JPY4,400 offer. TechnoPro can justify a higher multiple due to its market-leading position and solid...
659 Views
Updates on The Couche-Tard Deal for 7&I (3382 JP)
The ATD deal for 3382 will be long-dated. It will take months, not weeks. Effectively, both parties want 3382's share price higher. If higher,...
461 Views
Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a Side
Earnings releases in tech will start to pick up the next few days, and while the market is open on the 29th then also on the 1st and 2nd, the 5-day...
871 Views
JSR (4185) - Deal Done, Now Back End Arbs Need To Be Card Counters
The JIC deal for JSR is now done. Tendered total came in higher than I expected. I think that warrants a bit of care on the part of those who might...
586 Views