Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

The Amended FamilyMart Document Is A MUST READ For Investor-Stewards

FamilyMart Tender Offer - Winnie and HunnyPot Redux

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<p>After market-close on Friday 14th May, Japanese small-cap advertising company <a href="https://www.smartkarma.com/entities/aoi-tyo-holdings-inc" target="_blank" data-smartkarma-citation="entities:26101:1" rel="noopener">Aoi Tyo Holdings (3975 JP)</a> announced a <a href="https://data.swcms.net/file/aoityohd/en/news/auto_20210513418059/pdfFile.pdf" target="_blank" rel="noopener">Management Buyout (MBO)</a> backed by Studio Cruise - a company managed by the Carlyle Group. </p><p>AOI TYO Holdings mainly produces advertising video content. They also offer post-production services, xR (various forms of computer-altered reality) content production services, and PR, event, and spatial design solutions for the advertising and marketing sector.</p><p>The Tender Offer Price is ¥900/share in cash which translates to a deal size of ¥21.4bn(~US$196mn). The Tender Offer Period will be from 17th May to 5th July 2021. </p><div><div><p><em>More below the fold. </em></p></div></div>

After market-close on Friday 14th May, Japanese small-cap advertising company Aoi Tyo Holdings (3975 JP) announced a Management Buyout (MBO) backed by Studio Cruise - a company managed by the Carlyle Group. AOI TYO Holdings mainly produces advertising video content. They also offer post-production services, xR (various forms of computer-altered reality) content production services, and PR, event, and spatial design solutions for the advertising and marketing sector.The Tender Offer Price is ¥900/share in cash which translates to a deal size of ¥21.4bn(~US$196mn). The Tender Offer Period will be from 17th May to 5th July 2021. More below the fold. 

Aoi Tyo Holdings (3975 JP): Carlyle MBO Looks Light