Yageo has come out - the day before the Minebea tender ends - with a statement saying they expect FEFTA approval. The stock trades up. Still up in the air but a good bet at the close.
What is covered in the Full Insight:
Introduction to YAGEO and Minebea Bids
Recent Developments in the Bidding War
Regulatory Considerations and FDI Approval
Market Reactions to YAGEO's Offer
Conclusion and Investment Implications
Boomeranged on Wed, 17 Sep 2025 02:26
Minebea folded. As predicted, Shibaura Electronics has now come out to support and recommend YAGEO's ¥7,130 Tender Offer. This makes it a done deal. Shibaura says "at first we were opposed, but after meeting with YAGEO [we believe] the transaction will contribute to the Company's corporate value. This may mean that the YAGEO tender needs to be extended yet again, but we will see.