Merger Arb Mondays (20 Apr) - Skyworth, ENN, Arclands/Joyful Honda, Sankei, Qoria, Monash, Humm
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
273 Views
Sankei Real Estate (2972 JP): Murakami's Renewed Buying Increases the Odds of a Bump
The closing date was extended to 28 April. This was expected due to the change in forecasts released on 13 April, which required the submission of...
323 Views
[Japan M&A/Activism] Sankei REIT (2972) Cancels Previously Announced End-Feb Div - Outcome Murkier
Two days before Sankei REIT was to announce results to Feb 2026, they have cancelled the div, delayed results, and written down the Fukuoka Green...
411 Views
Merger Arb Mondays (13 Apr) - ENN, Skyworth, Makino, Sankei, Olympic, The Global, NSR, Insignia
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
397 Views
Japan Activist Briefs | Kansai Paint, Casio, Tosei
​Investors eye valuation gaps at Kansai Paint, Casio Computer, and Tosei Corporation for potential value unlocking strategies amidst supply chain...
261 Views