Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Tsukui Holdings (2398) - Another CHEAP Japan Nursing Care Take-Private Deal

Elderly Care TOB Valuations – The Moderate Growth Names

N Field (6077) Take-Private by Unison Capital - Fast Growth Long Runway Asset Going Not So Rich

The Amended FamilyMart Document Is A MUST READ For Investor-Stewards

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Unimat Retirement Community / Event-Driven

After the close on 9th February 2021, Japanese nursing care provider <a href="https://www.smartkarma.com/entities/unimat-retirement-community" target="_blank" data-smartkarma-citation="entities:1359:1" rel="noopener">Unimat Retirement Community (9707 JP)</a> announced (J-only) they have received a Management Buy-out Offer from Unimat Life Co., Ltd. The Deal will be structured as a Tender Offer. The Offer Price is ¥1,400/share in cash and the Tender Offer Period will be open from 10th February 2021 to 25th March 2021. UNIMAT Retirement Community specializes in the nursing care and retirement community businesses in Japan. They mainly provide services such as home-based general nursing care, specialized day care services, housing for the elderly, meal delivery services and life planning services. In this insight, we take a look at the fairness of the Offer and the likelihood of Deal completion.

After the close on 9th February 2021, Japanese nursing care provider Unimat Retirement Community (9707 JP) announced (J-only) they have received a Management Buy-out Offer from Unimat Life Co., Ltd. The Deal will be structured as a Tender Offer. The Offer Price is ¥1,400/share in cash and the Tender Offer Period will be open from 10th February 2021 to 25th March 2021. UNIMAT Retirement Community specializes in the nursing care and retirement community businesses in Japan. They mainly provide services such as home-based general nursing care, specialized day care services, housing for the elderly, meal delivery services and life planning services. In this insight, we take a look at the fairness of the Offer and the likelihood of Deal completion. 

MBO for Unimat (9707 JP): Deserves a Bump!