Primer: Yomeishu Seizo (2540 JP) - Aug 2026
Yomeishu Seizo is a company with a venerable brand in the niche Japanese medicinal liqueur market, but it faces severe fundamental challenges....
105 Views
Yomeishu Seizo (2540 JP): Murakami’s Takeunder Is Self-Financing and a Done Deal
While the offer is marginally higher than KKR's offer (the highest received in an auction), the transaction's economics favour Murakami vs...
353 Views
[Japan M&A] Asset-Rich Earnings-Poor Yomeishu Seizo (2540) - Falling Back To Earth
An activist-connected shareholder bought out Taisho Pharma's stake in Yomeishu Seizo, which launched an auction. KKR "won". The large activist...
598 Views
Yomeishu Seizo (2540 JP): Evaluating a Potential Privatisation
A potential KKR tender has all but ended as the Yuzawa, the largest shareholder, has no intention of selling. KKR’s offer was at JPY4,021 or...
615 Views
Merger Arb Mondays (06 Apr) - Skyworth, ENN, Qoria, Bluescope, Emmerson, Taiyo, MCJ, Sankei, Egrand
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
352 Views