Taiyo Holdings (4626 JP): An Impending KKR Takeunder?
Based on the medium-term management plan, which is likely KKR’s base case, I estimate a tender offer of around JPY4,624, 1.2% below the last close....
355 Views
Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
361 Views
Weekly Deals Digest (21 Dec) - Mandom, Hogy, Matsuya R&D, MDV, ANE, Hang Seng, Jinke, Humm
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
334 Views
Jinke Smart Services (9666 HK): Delisting EGM on 24 December as Acceptances Remain Unchanged
Boyu has announced additional irrevocables (51.0m or 8.55% of out shares) to accept the revised offer (option A). Total irrevocables are 108m or...
423 Views
OmniVision H Share Listing: The Investment Case
OmniVision, a CMOS image sensor (CIS) company, has filed its PHIP for an H Share listing to raise US$1 billion. In this note, I discuss the...
281 Views