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bullish
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L'Occitane
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17 May 2024 08:45
L'Occitane (973 HK): On Activism And The Scrip Alternative
The Offeror prevaricating over the scrip alternative, despite sizeable interest; plus an activist potentially able to blockthe deal; expect shares...
David Blennerhassett
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bullish
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L'Occitane
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17 May 2024 02:07
L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition Met
While a positive, the share alternative offer needs to balance the requirement to satisfy the minimum acceptance condition while not breaching the...
Arun George
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203 Views
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bullish
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L'Occitane
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17 May 2024 12:23
L'Occitane (973.HK) Privatization - The Offer Price Is Good Enough
The Offeror has received valid expressions of interest from Minority Shareholders holding, in aggregate, not less than 10% of Disinterested Shares....
Xinyao (Criss) Wang
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362 Views
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bullish
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Tencent
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17 May 2024 05:01
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Syndicated
Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.
Microsoft AI teams relocating, Wi-Fi 7 advancements, Amazon's stake in Alchip, Kymco e-scooter launch, Tencent Cloud partnership, Veolia's...
Tech Supply Chain Tracker
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bullish
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Ryohin Keikaku
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16 May 2024 16:40
Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE, and 1 Very Large Very Dark Horse
The Nikkei 225 Rebal for Sep24 has 3mos before the data cutoff. I still see one ADD and one DELETE. There is a possible dark horse ADD, and Fast...
Travis Lundy
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