[Japan Partial Tender] Maki-San Threatens BASE (4477 JP) Tender - Financial Engineering Risk Rises
Maki-san has raised the possibility of a Tender Offer - a known-known because he previously stated he wanted 30+% and the new TOB rules require it....
108 Views
BASE (4477 JP): Maki-San Forces SBI’s Hand, but the Upside Is Largely Priced In
Maki-san aims for 30%+ via a tender and no longer backs SBI, so SBI's offer can't succeed. SBI either bumps to JPY420–440 or settles for a small...
88 Views
BASE (4477 JP): Maki's Return Leaves SBI to Bump Big or Bargain
Maki-san is buying BASE again, targeting over 30%. SBI's JPY340 offer will fall short; it likely needs JPY420, but at that price, a deal with Maki...
119 Views
[Japan Partial Tender] BASE (4477 JP) - We Needed Bumpity We Got Bumpitrage So What Now?
Two days after SBI extended its tender, Somebody decided to target BASE for bumpitrage. It looks like SBI needs to raise now, and not a small...
162 Views
Weekly Deals Digest (04 Oct) - Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
97 Views