In today’s briefing:
- Weekly Deals Digest (05 Oct) – Mitsubishi Logisnext, Soft99, Daiseki Eco, I Net, Tekscend, LG
- A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea
Weekly Deals Digest (05 Oct) – Mitsubishi Logisnext, Soft99, Daiseki Eco, I Net, Tekscend, LG
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments: Tekscend Photomask (429A JP), Tata Capital Limited (TATACAP IN) and LG Electronics India (123D IN) IPOs.
- Event-Driven developments: Soft99 Corp (4464 JP), Daiseki Eco. Solution (1712 JP), I Net Corp (9600 JP), Mitsubishi Logisnext Co., Ltd. (7105 JP), Hangzhou Kangji Medical Instrument Co., Ltd. (9997 HK).
A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea
- The reason why the president’s office is considering temporarily easing bank–industry separation is to facilitate funding for the 150T won National Growth Fund.
- Samsung and SK may form bank-backed JVs to fund AI semis, HBM, and data center projects, enabling flexible capital deployment across the AI semiconductor ecosystem.
- Chaebol holdings with direct AI exposure could gain smoother access to big-ticket funding, potentially sparking continued aggressive short-term flows around Samsung and SK holdings post-Chuseok.
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