Merger Arb Mondays (05 May) - Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
256 Views
(Mostly) Asia-Pac M&A: Mayne Pharma, Piedmont/Sayona, Jamco, Makino Milling, Sinarmas, Dada Nexus
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
392 Views
Nidec Launches on Makino Milling (6135) - Others Presumably Wait In the Wings
Friday post-close, the Nikkei said Makino was in talks w Carlyle for a bid to counter Nidec. This was/is the modal outcome. NOT A SURPRISE. The...
879 Views
Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
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...
449 Views
Makino Milling Machine (6135 JP): Nidec Launches Its Offer
Despite the launch, Nidec’s offer at current terms has a low chance of success, necessitating revised terms. There remains a medium-to-high...
418 Views