Merger Arb Mondays (25 Aug) - Dongfeng, ENN Energy, Shibaura, Santos, Lynch, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
721 Views
Shibaura Electronics (6957 JP): Method in the Madness as Yageo Bumps Twice in Two Days
Yageo has increased its offer again to undermine Minebea's claims that its offer helps shareholders monetise their shares quickly and with...
657 Views
Weekly Deals Digest (24 Aug) - Mayne Pharma, PointsBet, Lynch, Dongfeng Motor, ENN Energy, Shibaura
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
592 Views
Shibaura Electronics (6957 JP): Yageo Goes All in with a JPY6,635 Offer
To remain in the game, Yageo had to bump. The bump signals Yageo's confidence in securing FEFTA approval. Minebea is increasingly likely to walk...
553 Views
[Japan M&A] Minebea Matches YAGEO for Shibaura Elec (6957) At ¥6,200. Presses on Early Cashout
YAGEO has now bumped from ¥6,200 to ¥6,635 and extended a few days. This should get them past the scheduled FEFTA decision. I had thought ¥6,400+ a...
734 Views