Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
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Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
496 Views
Bain's Bid for ADK: Silchester and WPP Both Say "Undervalued" But Not Clear Why
On October 2nd, Asatsu Dk Inc (9747 JP) (hereafter "ADK") announced it had decided to terminate its 19-year Alliance with WPP PLC (WPP LN) and had...
380 Views
Asatsu DK: Bain Capital Bids, WPP Complains, Arbitragers Bet on a Bump, But...
On Monday October 2nd, Private Equity firm Bain Capital and third-largest (or most smallest of the "three majors) Japanese advertising...
670 Views
Asatsu DK: Chance of an Offer Hike Towards JPY4,000-4,100 Nearing 2006-2007 Highs
When Bain's offer for Asatsu Dk Inc (9747 JP) (Oct 3 - Nov 15 offer period with Nov 22 settlement) was announced, our initial impression was that...
208 Views