Last Week in Event SPACE: Outsourcing Ltd, MGM China, JSR Corp, Dissentient Blues
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
628 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp, Vinda
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
575 Views
Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium But Too Cheap
Taiyo Pacific Partners - which MBOed the parent 10yrs ago - is MBOing Roland DG. 30% premium, but too cheap. Their equity check is 3.3x PER. And...
993 Views
TOPIX July Rebalance: Mercari Inclusion, FFW Changes, US$6.5bn To Trade
Mercari will be added to the TPX at the close on 28 July. There are a lot of FFW changes that will result in one-way turnover of 0.56% leading to a...
739 Views
Roland IPO Valuation: Cyclicality Unaccounted For
Roland is an iconic brand name that holds a leading position in the musical equipment industry, and the company’s return to the TSE after a six...
456 Views