[Japan Activism] - KKR and JIC Buy Out Topcon (7732 JP) At ¥3,300/Share
The Topcon Deal is out. ¥3,300/share. This may or may not please activists. It is light given extreme confidence in the eyecare biz. But if...
64 Views
Weekly Deals Digest (30 Mar) - Seven & I, Topcon, ENN Energy, Jinke Smart, Sinarmas Land, Gold Road
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
102 Views
Jinke Smart Services (9666 HK): Boyu to Launch a Privatisation Offer?
I use several methods to triangulate the likely offer price, which suggests a price range of HK$10.00-16.86, with an average of HK$12.47, a 45%...
115 Views
The Widjaja Family's Tilt For Sinarmas Land: This Needs A Bump
If illiquid arbs are your thing, I might look to enter (if not already in) around the Offer price. The Widjaja Family have the clout to bump. And...
182 Views
ETF Flows in Q1: Inflows for Taiwan, Outflows for China
Taiwan has taken in the largest inflows in Q1 while the largest outflows are in China. The switch from EEM to IEMG continues. Redemptions from EMXC...
177 Views