Logisteed/KKR Bigly Bid for Alps Logistics (9055) Goes Live Tomorrow. Still A Shocking Multiple
The Logisteed/KKR deal to buy out Alps Logistics is now live starting tomorrow. There were no worries, but it's now official. This is still a...
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Alps Logistics (9055 JP): KKR’s Knockout Pre-Conditional Offer at JPY5,774
The precondition has been satisfied (Vietnam regulatory approval has been waived). The tender period is from 22 Aug to 4 Oct (30 business days),...
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Go-To Arbs Amid Market Carnage
As global market roil, clean M&A deals come into focus. This insight briefly summarises those deals which are expected to comfortably complete,...
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Nissin (9066) - Super Big Buyback Race-Walks the Governance Walk - Super Cheap Logistics Biz
This stock is still a Buy Opportunity. Post 23+% buyback, the DOE dividend yield is 5.3% here. The combination of cash+securities+lease assets+PBO...
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Last Week in Event SPACE: Alps Logistics, L'Occitane, Hanon Systems, Perpetual Ltd
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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