Weekly Deals Digest (17 Nov) - Seven & I, Fuji Soft, Nishimoto, Macromill, CPMC, KEPCO, SF Holding
Last week, notable developments occurred in Event-Driven (Seven & I, Fuji Soft, Nishimoto, Macromill, Agro Kanesho, Renewable Japan, ASMPT, CPMC,...
644 Views
Renewable Japan (9522 JP): Tokyu Fudosan (3289 JP)-Sponsored MBO Set at a 132% Takeover Premium
The high takeover premium reflects the 55% YTD decline in the share price. The irrevocables and low required minority acceptance rate ensure that...
448 Views
Japan's Governance: About an Article On "Capital Efficiency"
Nikkei published an article "Tokyu Fudosan Holdings, which sold Tokyu Hands, still far away from its goal of improving capital efficiency." I would...
414 Views
Cainz Takes on Nitori with Tokyu Hands Takeover
Nitori and Muji have pretty much had the interiors market to themselves until now thanks to IKEA's slow rollout but new competition is coming from...
638 Views
Asia Shorts: Tencent, CM Bank, Wuxi Apptec, Baidu, Anritsu, Daito, Ana, Yang Ming, Evergreen Marine
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
651 Views