Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
482 Views
Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
498 Views
Aeon Delight (9787 JP): Aeon’s (8267 JP) JPY5,400 Tender Offer
Despite the skinny premium, the offer is reasonable compared to historical trading ranges and peer multiples. The offer represents an all-time high.
426 Views
Aeon (8267) And Aeon Mall (8905) To Be a Guess The Ratio Trade
Aeon announced two takeovers Friday. One is a scrip merger which means we get a 5-6 week "Guess The Ratio" trade. They have a bad history. Previous...
718 Views
Aeon Tender Offer for Aeon Delight (9787) At ¥5,400/Share
Aeon has announced a Tender Offer for facilities maintenance subsidiary Aeon Delight. It's an all-time high, but the TOB Premium on Aeon Delight is...
745 Views