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....
244 Views
Biren Technology IPO: China’s “NVIDIA Moment” and The Rise of a Homegrown AI Chip Champion
​Shanghai-based fabless chip design company Biren Technology plans to go public in Hong Kong in January, following blockbuster offerings by Moore...
320 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,...
279 Views
Walmart (WMT US): Unwrapping Nasdaq100 Inclusion Following Listing Transfer
Walmart’s move from NYSE to Nasdaq positions it as the largest forecasted inclusion in Nasdaq100 for the December 2026 review, attracting...
224 Views
Ohayo Japan | Tech Leads Late-Week Rally
​US equities rebounded on Friday due to easing inflation concerns and renewed confidence in the AI trade.Nike's earnings slump in China creates...
137 Views