Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>As totally expected, <a href="https://www.smartkarma.com/entities/dai-ichi-life-insurance" target="_blank" data-smartkarma-citation="entities:1109:1" rel="noopener">Dai Ichi Life Insurance (8750 JP)</a> extended its expected start date for the Tender Offer on <a href="https://www.smartkarma.com/entities/benefit-one-inc" target="_blank" data-smartkarma-citation="entities:14502:1" rel="noopener">Benefit One Inc (2412 JP)</a>.</li>
<li>The possibility of a fourth Offer attempt by the Queks is raised as Elliott surprisingly exits its position in <a href="https://www.smartkarma.com/entities/guoco-group-ltd" target="_blank" data-smartkarma-citation="entities:5290:1" rel="noopener">Guoco Group Ltd (53 HK)</a><a href="https://www.smartkarma.com/entities/guoco-group-ltd" target="_blank" data-smartkarma-citation="entities:5290:1" rel="noopener"></a>.</li>
<li>
<a href="https://www.smartkarma.com/entities/outsourcing-inc" target="_blank" data-smartkarma-citation="entities:7431:1" rel="noopener">Outsourcing Inc (2427 JP)</a> is eminently bumpable, But unless investors force the issue, don't expect a bump.</li>
</ul>


As totally expected, Dai Ichi Life Insurance (8750 JP) extended its expected start date for the Tender Offer on Benefit One Inc (2412 JP).
The possibility of a fourth Offer attempt by the Queks is raised as Elliott surprisingly exits its position in Guoco Group Ltd (53 HK).

Outsourcing Inc (2427 JP) is eminently bumpable, But unless investors force the issue, don't expect a bump.


Last Week in Event SPACE: Benefit One, Guoco, Outsourcing, Hang Lung, Hollysys, Dalek

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>
Overseas: SPX +1%, Micron +8% after the chipmaker revealed a bte Q2 revenue forecast and higher prices in 2024</li>
<li>
Today: Japan's domestic M&amp;A spending has surged to an 18-year high in 2023</li>
<li>
Japan: Luxottica continues to build a stake in Paris Miki. It could be interesting if the family want out.</li>
</ul>



Overseas: SPX +1%, Micron +8% after the chipmaker revealed a bte Q2 revenue forecast and higher prices in 2024

Today: Japan's domestic M&amp;A spending has surged to an 18-year high in 2023

Japan: Luxottica continues to build a stake in Paris Miki. It could be interesting if the family want out.


Ohayo Japan | Micron Fuels Rally; Paris Miki in Luxottica’s Vision

Japan

PARIS MIKI HOLDINGS Inc. is a retailer of eyeglasses, contact lenses and other related goods.  The Company operates chain stores in Japan and overseas markets. Paris Miki also sells hearing aid.

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Paris Miki Holdings (7455 JP)

Last Week in Event SPACE: Benefit One, Guoco, Outsourcing, Hang Lung, Hollysys, Dalek

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

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...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Last Week in Event SPACE: Benefit One, Guoco, Outsourcing, Hang Lung, Hollysys, Dalek

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

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...

Mark Chadwick

Micron's positive Q2 revenue forecast boosts SPX and Micron stock prices. Japan experiences a surge in domestic M&A spending. Luxottica sets its...