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bullish
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Mitsui Matsushima
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21 May 2024 18:45
JAPAN ACTIVISM: Murakami Now 29% of Mitsui Matsushima. Activism? Or Effort to Make Murakami Listco
2 days ago I wrote up the situation with a low-conviction bearish tilt. Since then, Murakami-san has reported a 9% increased stake. No more pump...
Travis Lundy
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101 Views
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bullish
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Hypoport
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21 May 2024 18:22
Quiddity Leaderboard DAX/MDAX Jun 24: Hellofresh MDAX Deletion Hinges on Encavis Tender Offer Result
Hellofresh could be deleted from the MDAX index in June 2024. However, this depends on the final outcome of the Encavis Tender Offer.
Janaghan Jeyakumar, CFA
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61 Views
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bullish
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Prosus NV
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21 May 2024 16:10
StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the...
David Blennerhassett
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120 Views
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bullish
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L'Occitane
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20 May 2024 22:29
L'Occitane (973 HK): Who Owns What, And When
I still expect this deal to get up. But until the scrip Offer specifics are pinned down; and possibly an irrevocable attached to that scrip/cash...
David Blennerhassett
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395 Views
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bullish
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Kfc Holdings Japan
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20 May 2024 20:21
Carlyle To Take KFC Japan (9873) Private at ¥6,500/Share - Big Win For All, a Model Transaction
In late Feb, a specialty media outlet said MitCorp was shopping its stake in KFC Japan. If you bought the high the NEXT day, you made 54.8%. A...
Travis Lundy
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357 Views
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