bullish

[Japan M&A] YAGEO Says It Expects FDI Clearance on Shibaura - Minebea Likely To Fold

1k Views28 Aug 2025 00:17
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.
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