ENTITY
Shinko Electric Industries

Shinko Electric Industries (6967 JP)

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Analysis
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SHINKO ELECTRIC INDUSTRIES CO., LTD. designs, manufactures, and markets advanced electronic materials, such as semiconductor packages, including leadframes, and PLP(Plastics Laminated Packages). The Company markets its products worldwide through a network of sales offices in such places as the Philippines, Germany, and Hong Kong.
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04 Jun 2024 20:38

Shinko Electric (6967) - Break/Gap Risk Early June 2024 Update

Ibiden outperformed Shinko quite sharply in the last few weeks bringing the Shinko/Ibiden ratio back below their forward EPS ratio. Gap Risk is...

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05 May 2024 21:31

Shinko Electric (6967) - Break/Gap Risk Early May 2024 Update

Time has passed, lifting annualised return to deal completion, but Shinko Electric has still larger gap risk as Ibiden's price/guidance has fallen...

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22 Apr 2024 00:17

Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure, Qantm IP, Tietto

This week, the highest gross spreads are Qantm IP (17.6%), Southern Cross (12.6%), Azure (8.8%), QV Equities (8.7%), Hollysys (7.9%), Shinko...

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18 Apr 2024 15:54

Shinko Electric (6967 JP): Widening Spread Is an Opportunity

The deal break risks remain low, with the China SAMR timing remaining the key risk. The current 7.0% spread is an attractive opportunity to add.

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17 Apr 2024 22:54

Shinko Electric (6967) - Break/Gap Risk Update

The JIC deal for Shinko Electric still has ~6mos to go until it gets settled. And that is if the schedule goes to plan. China delay risk is real,...

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