Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
659 Views
Pacific Industrial (7250 JP): A Revised JPY3,036 Offer Finally Draws Effissimo’s Support
The revised terms are a done deal as Effissimo is supportive, and as of 8 Jan, the total tendered shares (47.07% ownership ratio) exceed the lower...
621 Views
Pacific Industrial (7250 JP): Effissimo Rears Its Head
With the offer closing on 8 September and shares trading materially above terms, the Ogawas have little choice but to revise terms.
693 Views
Pacific Industrial (7250 JP): MBO at JPY2,050 Is Light but Likely Done
While the offer is below book value (P/B of 0.71x), it represents an all-time high and is above the mid-point of the IFA DCF valuation range. This...
712 Views
JPX Nikkei 400 Rebalance Event 30 Aug - Volumes Low So Far On Many Names
As discussed in JPX Nikkei 400 Rebalance - 2018 Edition a bit over two weeks ago, the traditional JPX Nikkei 400 Rebalance events are not great...
598 Views