Shibaura Electronics (6957 JP): Signed, Sealed, Delivered as Yageo Secures FEFTA Approval
With the Minebea tender offer failing, the Board has belatedly changed its view on the Yageo offer. The Board’s concerns have (magically)...
768 Views
TWSE Foreign Holding Weekly (Sep 12th): TSMC, Hon Hai Precision, MediaTek, Delta Electronics
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Hon Hai Precision (2317 TT),...
545 Views
Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
Last Week In Event SPACE: Brickworks/Soul Patts, Shibaura Electronics, News Corp/Fox/REA, Dongfeng
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
535 Views
(Mostly) Asia-Pac M&A: Evergrande Property Services, Mandom, Digital Hold., Topcon, Furukawa Battery
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
502 Views