Merger Arb Mondays (14 Apr) - ESR, Fengxiang, Vesync, Goldlion, Shibaura, Tsuruha/Welcia, Aeon Mall
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
258 Views
Aeon Mall (8905 JP): Aeon (8267 JP)’s Share Exchange Ratio Is Set
The share exchange ratio is reasonable compared to historical price ratios and IFA valuation ranges. Aeon’s 58.16% shareholding ensures that Aeon...
339 Views
"Tiny Win for Guess The Ratio" Aeon (8267) Pays a SMALL Premium for Aeon Mall (8905)
The Aeon deal for Aeon Mall has been announced. Small premium vs last. Very short-term deal as merger effective July 1. Done deal. unfortunately,...
354 Views
Weekly Deals Digest (13 Apr) - Suzuki, Canvest, Fengxiang, HKBN, Goldlion, Tsuruha/Welcia, Shibaura
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
263 Views
Tsuruha (3391), Welcia (3141), and Aeon (8267) Do a Deal, Short-Changing Tsuruha Minorities
The Tsuruha/Welcia/Aeon deal was announced Friday with Welcia Q2 results. Not great Bob. The Tsuruha/Welcia deal takes place well on the wrong side...
420 Views