Merger Arb Mondays (21 Oct) - Seven & I, Fuji Soft, Henlius, Canvest, GA Pack, Dyna-Mac
This week, the highest gross spreads are Seven & I (22.9%), Henlius (9.6%), Shinko Electric (8.2%, Canvest (7.0%), Arcadium Lithium (5.8%),...
502 Views
Last Week in Event SPACE: Seven & I/Couche-Tard, Intouch, SAMTY, Korea Zinc/Young Poong
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
412 Views
(Mostly) Asia-Pac M&A: GJS/Haitong, Fuji Soft, Bossini, Dyna-Mac, Beijing Capital Grand, TCM
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
439 Views
Couche-Tard Execs in Tokyo, "Hoping" For Meetings But Really There To Hold a Press Conference
Alimentation Couche-Tard C-suite and a former CEO landed in Tokyo to "try to get meetings" which weren't going to be had anyways. So they held a...
528 Views
7&I Holdings (3382 JP) - Artisan Writes Another Letter - Based on Content, They Should Sell Any Pop
Artisan Partners sends another letter; odd accusations of impropriety, a semblance of valuation analysis, without numbers, a couple of good recos....
606 Views