Paris Miki (7455 JP): Chairman-Led MBO Likely Done Despite Luxottica’s Unclear Intentions
The offer represents a 10-year high. Luxottica, the second-largest shareholder, has not signalled whether it will tender, but it would struggle to...
896 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
​Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
Ohayo Japan | Micron Fuels Rally; Paris Miki in Luxottica’s Vision
​Micron's positive Q2 revenue forecast boosts SPX and Micron stock prices. Japan experiences a surge in domestic M&A spending. Luxottica sets its...
750 Views
JINS Targets Foreigners in Stagnant Local Market
​Despite increased unit volumes, the eyewear market has not seen much growth in the past decade due to price competition JINS is now looking to...
231 Views
Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
681 Views