Last Week In Event SPACE: CK Hutchison, Hisamitsu Pharma, JCNC, Mandom, Sunny Optical, Rio

387 Views01 Feb 2026 06:30

SUMMARY

Kalon is unlikely to overbid KKR for Mandom (4917 JP). KKR is unlikely to walk despite the earnings guidance revision after the DD. ¥3,100+ is a fine place to sell.
Panama’s Supreme Court dings CK Hutchison (1 HK)'s port concessions. CKH/Beijing won't go down without a fight; and rejigging a deal for the remaining ports will (likely) be perennially delayed.
Hisamitsu Pharmaceutical Co (4530 JP)is trading through terms. The family Tender Offer is light, but it likely has enormous crossholder support. They could still claim majority of minority.

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