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

Tokyo Kikai Seisakusho (6335) - Shareholders Approve Poison Pill

TOPIX Inclusion: Bull-Dog Sauce (2804) Is SUPER GREEN

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Isolite Insulating Products / Event-Driven

<ul>
<li>Japan-Based insulation materials manufacturer <a href="https://www.smartkarma.com/entities/isolite-insulating-products" target="_blank" data-smartkarma-citation="entities:20404:1" rel="noopener">Isolite Insulating Products (5358 JP)</a> received a Takeover Bid via Tender Offer from their parent <a href="https://www.smartkarma.com/entities/shinagawa-refractories-co" target="_blank" data-smartkarma-citation="entities:17962:1" rel="noopener">Shinagawa Refractories Co (5351 JP)</a> on the 23rd December 2021.</li>
<li>The Acquirer already controls ~55.3% and the Tender Offer is for all the shares that are currently not owned by them. The Offer Price is JPY1,200 per Isolite share.</li>
<li>The Tender Offer has a minimum acceptance condition and is expected to be completed in February 2022. Below is a closer look at the Deal details.</li>
</ul>


Japan-Based insulation materials manufacturer Isolite Insulating Products (5358 JP) received a Takeover Bid via Tender Offer from their parent Shinagawa Refractories Co (5351 JP) on the 23rd December 2021.
The Acquirer already controls ~55.3% and the Tender Offer is for all the shares that are currently not owned by them. The Offer Price is JPY1,200 per Isolite share.
The Tender Offer has a minimum acceptance condition and is expected to be completed in February 2022. Below is a closer look at the Deal details.


Isolite Insulating Products (5358 JP) : Tender Offer Looks Like a Done Deal