[Japan M&A] Nikkei Reports KKR Has Proposed an Overbid for Mandom (4917) At „2800+
Nikkei has said KKR has proposed a bid for Mandom at „2,800+. That puts the fox in the henhouse. This is not an "unwelcome" situation. It was the...
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[Japan M&A/Activism] Soft99 Board Rebuts Effissimo's Rebuttal. Still An Awful "Fiduciary" Response
KeePer Lab has announced its Board has decided unanimously to tender the KeePer Lab shares to the Effissimo Tender Offer at „4,100 rather than to...
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Last Week in Event SPACE:Â Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Nitori Bids UP For Shimachu - Now Things Slow Down
Nitori is out their bid, higher than the market was speculating. Now we wait. Shimachu's SC will get the dossier, there will be a beauty contest,...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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