Couche-Tard Execs in Tokyo, "Hoping" For Meetings But Really There To Hold a Press Conference
Alimentation Couche-Tard C-suite and a former CEO landed in Tokyo to "try to get meetings" which weren't going to be had anyways. So they held a...
627 Views
7&I Holdings (3382 JP) - Artisan Writes Another Letter - Based on Content, They Should Sell Any Pop
Artisan Partners sends another letter; odd accusations of impropriety, a semblance of valuation analysis, without numbers, a couple of good recos....
740 Views
Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven & I, Arcadium Lithium
This week, the highest gross spreads are Seven & I (18.3%), Henlius (8.1%), Canvest (7.5%), Haitong Securities (7.2%), Shinko Electric (7.2%), GA...
741 Views
Last Week in Event SPACE: Guotai/Haitong, Shin Kong, China Conch Ventures, First Pac, Zhejiang E'way
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
690 Views
(Mostly) Asia-Pac M&A: Rio/Arcadium, Seven & I, Pacific Smiles, China TCM, Korea Zinc
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
667 Views