Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Bain+LY have come over the top of EQT+DG for <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com (2371 JP)</a>. We may get another 5% out of this, but we're closer to the end than the beginning.</li>
<li>
<a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a> has knock <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a> off its perch as the most shorted Aussie stock by $ value.</li>
<li>Murakami Group has, indeed, increased its stake in <a href="https://www.smartkarma.com/entities/yamada-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:641:1" rel="noopener">Yamada Holdings (9831 JP)</a>. They are now at 6.26%. They are not in it because Yamada is fairly-priced vs <a href="https://www.smartkarma.com/entities/edion-corp" target="_blank" data-smartkarma-citation="entities:14358:1" rel="noopener">Edion (2730 JP)</a>.</li>
</ul>


Bain+LY have come over the top of EQT+DG for Kakaku.com (2371 JP). We may get another 5% out of this, but we're closer to the end than the beginning.

Commonwealth Bank of Australia (CBA AU) has knock Rio Tinto Ltd (RIO AU) off its perch as the most shorted Aussie stock by $ value.
Murakami Group has, indeed, increased its stake in Yamada Holdings (9831 JP). They are now at 6.26%. They are not in it because Yamada is fairly-priced vs Edion (2730 JP).


Last Week In Event SPACE: Kakaku.com, Aussie Banks, Yamada, Muyuan Foods, IAG/Suncorp

<ul>
<li>Contractor <a href="https://www.smartkarma.com/entities/wk-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:49355:1" rel="noopener">WK Group (2535 HK)</a> is suspended pursuant to the Hong Kong Code on Takeovers and Mergers. Expect a Scheme Offer from the Chan family, who collectively hold ~39%.</li>
<li>WK Group was listed in March 2024 at HK$0.25/share, and closed up 9.7% yesterday at HK$0.51/share.</li>
<li>Interestingly, this is the second HK contractor suspended in as many days due to the Takeovers code, after <a href="https://www.smartkarma.com/entities/superland-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:55388:1" rel="noopener">Superland (368 HK)</a> - see <a href="https://www.smartkarma.com/insights/superland-368-hk-suspended-mbo-takeunder-expected" target="_blank" data-smartkarma-citation="insights:248288" rel="noopener">Superland (368 HK) Suspended: MBO (Takeunder) Expected</a>.</li>
</ul>


Contractor WK Group (2535 HK) is suspended pursuant to the Hong Kong Code on Takeovers and Mergers. Expect a Scheme Offer from the Chan family, who collectively hold ~39%.
WK Group was listed in March 2024 at HK$0.25/share, and closed up 9.7% yesterday at HK$0.51/share.
Interestingly, this is the second HK contractor suspended in as many days due to the Takeovers code, after Superland (368 HK) - see Superland (368 HK) Suspended: MBO (Takeunder) Expected.


WK Group (2535 HK): Second Contractor Suspended Pursuant To Takeovers Code

Hong Kong

Superland Group Holdings Limited provides providing fitting-out and maintenance services. The Company provides interior decorative parts upgrade, restoration improvement, repair, replacement installation, and other services. Superland Group Holdings offers services in Hong Kong.

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Superland Group Holdings (368 HK)

Last Week In Event SPACE: Kakaku.com, Aussie Banks, Yamada, Muyuan Foods, IAG/Suncorp

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...

David Blennerhassett

WK Group (2535 HK): Second Contractor Suspended Pursuant To Takeovers Code

WK Group (2535 HK) is the second HK contractor suspended in as many days due to the Takeovers code, after Superland (368 HK).

David Blennerhassett

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