In today’s briefing:
- Toshiba – The CEO Gets His MBO Bidder and Toshiba Will Get Interestinger
- TOPIX Upweights: Big April Basket 2021 Pre-Event Is a WIN! Now the Event-Leg!
- Tencent Placement – Limited Passive Flow; HSI, HSCEI Trackers to Sell in June
- China ADRs Quick Update – SEC, Archegos, Blocks – Showing Signs of Life
- Tencent Placement and the Holdco Implications – Deal Almost Done, Now What?
- Be Careful What You Wish For REDUX – Prosus Selling US$15bn in Tencent
- Hitachi Metals – Limited Upside Despite Bain Capital News But Let’s Find the Offshoot Ideas
- LG Corp Split: Schedule, Financials, Base Price MC, Subs Stake Value, & KOSPI 200 Inclusion
- Tabcorp (TAH AU) – Conscious Uncoupling
- TOPIX April-End Rebalance – The OTHER Trades
Before it’s here, it’s on Smartkarma