Fujitsu TOB For Fujitsu Frontech At a Discount?
The recent past has seen some MBOs and Parent Company takeouts of companies (where incumbent shareholders and management own a large stake) and the...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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The Amended FamilyMart Document Is A MUST READ For Investor-Stewards
After the close on Friday 10 July, Itochu Corp (8001 JP) issued an AMENDED announcement to the Tender Offer announcement regarding its Tender Offer...
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Thinking Through Nichii Gakkan Tender Strategy
The BCJ-44 entity MBO Tender Offer for Nichii Gakkan Co (9792 JP) expires on 22 June 2020. I have received a lot of questions about this Tender...
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Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
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