Taiyo Holdings (4626 JP): KKR’s Takeunder Offer a Done Deal
Despite being below the last close, the offer is above the high end of the IFA DCF valuation range. Irrevocables and the significant premium to the...
504 Views
Taiyo Holdings (4626 JP): Q3 FY03/26 report update
Sales increased 14.4% YoY, with Electronics segment sales at JPY71.2bn (+13.6% YoY) and Medical segment at JPY28.1bn (+14.2% YoY). Operating...
176 Views
Taiyo Holdings (4626 JP): An Impending KKR Takeunder?
Based on the medium-term management plan, which is likely KKR’s base case, I estimate a tender offer of around JPY4,624, 1.2% below the last close....
1.5k Views
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,...
201 Views
Taiyo Holdings (4626 JP): 1H FY03/26 flash update
Sales rose 13.2% YoY to JPY67.8bn, with operating profit up 22.2% YoY to JPY15.2bn. Electronics segment sales reached JPY46.3bn (+8.9% YoY), with...
204 Views