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Japan MBOs
Insights on Japanese MBOs
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bullish
•
Trancom Co Ltd
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17 Sep 2024 22:07
Trancom (9058) - Another Bain MBO Done Too Cheaply Where "Activist" Dalton Rolls In To The Bid
Trancom provides logistics optimisation services to customers and logistics operators, plus logistics-related sites. Quite niche. The Founder/Bain...
Travis Lundy
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625 Views
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bullish
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Trancom Co Ltd
•
17 Sep 2024 19:38
Trancom (9058 JP): Bain-Sponsored MBO at JPY10,300
The offer represents an all-time high but is lower than the IFA’s midpoint DCF valuation and implies multiples below precedent transaction...
Arun George
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394 Views
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bearish
•
Joban Kosan
•
10 Sep 2024 22:15
Joban Kosan (9675) - Fortress Buys Out a Fukushima Tourism Asset
Fortress is buying out a hotel/tourism asset with a bunch of odds and ends attached, at probably too-low a price. Book is overly depreciated....
Travis Lundy
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439 Views
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bullish
•
Fuji Soft Inc
•
08 Aug 2024 00:07
Fuji Soft (9749 JP): A Rumoured KKR-Sponsored MBO
Reports by two reputable media outlets suggest that the privatisation proposal is real. The rumoured offer represents an all-time high and a...
Arun George
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326 Views
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bullish
•
S Line Co Ltd
•
25 Jun 2024 11:16
S Line (9078 JP) TOB/MBO at 0.57x Book - Wrong Price by Far but Only AGGRESSIVE Activism Blocks It
S Line's MBO at 0.57x book is VERY low compared to other recent deals in logistics space. Embarrassingly so. I noted it needed aggressive activism...
Travis Lundy
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514 Views
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