In today’s briefing:
- Last Week In Event SPACE: SBI/BASE, Con Aero Tech, Mitsubishi Chem/Nippon Sanso, Swire Pac, Jollibee
Last Week In Event SPACE: SBI/BASE, Con Aero Tech, Mitsubishi Chem/Nippon Sanso, Swire Pac, Jollibee
- SBI Holdings (8473 JP) wants to buy 20% of BASE (4477 JP) out of 46.7% likely available. That’s unlikely at ¥340; they’ll have to bump to get those shares.
- Continental Aerospace Technologies (232 HK) has played out nicely. There’s still money on the table – just a question mark on timing for the distribution from “surplus cash”.
- Mitsubishi Chemical (4188 JP)‘s turnaround narrative sees it trading rich (implied stub & simple ratio) to ~51%-held Nippon Sanso Holdings (4091 JP)‘s steady-as-you-go narrative.
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