Primer: Toho Holdings (8129 JP) - Aug 2026
Toho Holdings is a major pharmaceutical wholesaler in Japan, operating in a stable but low-margin industry. Its business is underpinned by the...
89 Views
Paltac (8283 JP): MediPal (7459 JP)’s Attractive Tender Offer
The offer is attractive as it represents an all-time high and is above the midpoint of the target IFA’s DCF valuation range. This is a done deal.
293 Views
[Japan Partial Tender] Maki-San Threatens BASE (4477 JP) Tender - Financial Engineering Risk Rises
Maki-san has raised the possibility of a Tender Offer - a known-known because he previously stated he wanted 30+% and the new TOB rules require it....
108 Views
Weekly Deals Digest (11 Oct) - Taiyo, Arclands, BASE, PHC, Haitong Unitrust, Cleanaway, Ingenia/Peet
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
102 Views
APAC Healthcare Weekly (July 5) – CSPC, Abbisko, Insilico, Takeda, Nippon Shinyaku, Otsuka, CSL
CSPC, Insilico, and Abiisko inked outlicensing deals with international companies. Nippon Shinyaku inlicenses DMD drug candidate. EMA recommends to...
305 Views