Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>For <a href="https://www.smartkarma.com/entities/oz-minerals-ltd" target="_blank" data-smartkarma-citation="entities:1138:1" rel="noopener">OZ Minerals (OZL AU)</a>,  look elsewhere unless you are VERY bullish copper. But if you are VERY bullish copper, buy copper options rather than the embedded option in OZL. </li>
<li>Game on as <a href="https://www.smartkarma.com/entities/warrego-energy-ltd-082ab214-f4bb-4224-b321-8977486cd661" target="_blank" data-smartkarma-citation="entities:7808:1" rel="noopener">Warrego Energy (WGO AU)</a> shareholders weigh the pros and cons of Hancock's all-cash Offer against <a href="https://www.smartkarma.com/entities/strike-energy-ltd" target="_blank" data-smartkarma-citation="entities:12473:1" rel="noopener">Strike Energy (STX AU)</a>'s "superior" scrip proposal. </li>
<li>
<a href="https://www.smartkarma.com/entities/jafco-co-ltd" target="_blank" data-smartkarma-citation="entities:8848:1" rel="noopener">Jafco Co Ltd (8595 JP)</a> succumbed to greenmail and tried to boost the price to explain the exit they were going to give Murakami-san. It didn't work. </li>
</ul>


For OZ Minerals (OZL AU),  look elsewhere unless you are VERY bullish copper. But if you are VERY bullish copper, buy copper options rather than the embedded option in OZL. 
Game on as Warrego Energy (WGO AU) shareholders weigh the pros and cons of Hancock's all-cash Offer against Strike Energy (STX AU)'s "superior" scrip proposal. 

Jafco Co Ltd (8595 JP) succumbed to greenmail and tried to boost the price to explain the exit they were going to give Murakami-san. It didn't work. 


Last Week in Event SPACE: Oz Minerals, Warrego, JAFCO, Swire Pac's A&Bs, Korean Mandatory Offers

Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<h2>The Offer Implies MC’s Confidence in MMC</h2>In our previous note, <a href="https://www.smartkarma.com/insights/mitsubishi-motors-makes-a-fast-recovery-from-a-troublesome-year" target="_blank" data-smartkarma-citation="insights:15670">Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year</a>, we expected a big earnings upgrade for Mitsubishi Motors Corporation (MMC) in the next two years. <a href="https://www.smartkarma.com/entities/20668" target="_blank" data-smartkarma-citation="entities:20668:1">Mitsubishi Corp</a>'s (MC) recent announcement to raise their stake in MMC reaffirms our bullish outlook.MC has decided to increase their stake in MMC to 20.00% from 9.23% (through MAI Corporation, a wholly-owned subsidiary of MC). The purpose of this is to optimize the…

The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big earnings upgrade for Mitsubishi Motors Corporation (MMC) in the next two years. Mitsubishi Corp's (MC) recent announcement to raise their stake in MMC reaffirms our bullish outlook.MC has decided to increase their stake in MMC to 20.00% from 9.23% (through MAI Corporation, a wholly-owned subsidiary of MC). The purpose of this is to optimize the…

Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?

Japan

CHUO KAGAKU CO., LTD. manufactures, sells, and exports plastic food containers. The Company also manufactures recycled products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Chuo Kagaku (7895 JP)

Last Week in Event SPACE: Oz Minerals, Warrego, JAFCO, Swire Pac's A&Bs, Korean Mandatory Offers

The silly season is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?

The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...

Supun Walpola

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)