Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Collections
>
Japan MBOs
COLLECTION
Japan MBOs
Insights on Japanese MBOs
Follow
Share
159
Insights
74.7k
Views
18
Followers
Follow
Share
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
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
Follow
498 Views
Share
bullish
•
Nagatanien Holdings
•
03 Jun 2024 22:23
Nagatanien Holdings (2899 JP): Marunouchi Capital-Sponsored MBO at JPY3,100
While not a knockout bid, the offer represents a five-year high and requires a 58% minority acceptance rate. This is a done deal with payment...
Arun George
Follow
426 Views
Share
bullish
•
Nagatanien Holdings
•
03 Jun 2024 21:29
Another Day Ending in Y, Another MBO Done Too Cheap. Today? Nagatanien (2899 JP).
MBOs are a pox on the governance of Japan. Boards never put them up for auction the way they put up companies when management is unhappy with...
Travis Lundy
Follow
515 Views
Share
bullish
•
I'Rom Group
•
14 May 2024 00:39
I'rom Group (2372 JP): Blackstone-Sponsored Pre-Conditional MBO at JPY2,800
The offer is attractive and requires a 37% minority acceptance rate. While the timing of regulatory approvals is a risk, the transaction is a done...
Arun George
Follow
298 Views
Share
bullish
•
I'Rom Group
•
13 May 2024 18:08
Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49% Premium)
Blackstone is sponsoring the other part of an MBO where CEO Mori-san who controls 47% is taking out the reasonably fast-growing SMO/CRO business at...
Travis Lundy
Follow
308 Views
Share
1
2
3
4
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.7
x