Seed Co Ltd/Tokyo (7743 JP): Synthetic Expert Call Transcript (27 Aug 2026)
Strategic Regulatory Bypass via Asset Carve-outs: The simultaneous sale of Seed’s newly spun-off smart contact lens unit, OcuDevices (85.10%...
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Seed (7743 JP): Luxshare (2475 HK)’s Tender Offer at JPY795
Despite the lack of an auction, the offer is above the midpoint of the IFA’s DCF valuation range and is attractive compared to historical trading...
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Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views