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3 weeks ago | 
smartkarma.com | Travis Lundy |David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Arun George
💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars
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1 month ago | 
smartkarma.com | Brian Freitas |Arun George |Sanghyun Park |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index Flows Tsuruha (3391 JP)/Welcia (3141 JP): Vote Musings Weekly Deals Digest (25 May) – Toyota Industries, Shibaura, ESR, Soundwill, Mayne Pharma, GMO Merger Arb Mondays (26 May) – Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson Zomato/Eternal: The BIG Passive Selling Starts Clarifying a Few Points of Confusion Surrounding the Samsung Biologics Spin-Off Underwriting...
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1 month ago | 
smartkarma.com | Travis Lundy |Arun George |David Blennerhassett |Jesus Aguilar |Jesús Aguilar
In today’s briefing:[Japan Buybacks] ¥7.3trln of Buybacks Announced In the Last Month – Data on Each, Plus HistoryA/H Premium Tracker (To 16 May 2025): AH Premia Contract Small Again. BYD and CMB Go Negative.
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1 month ago | 
smartkarma.com | Travis Lundy |Arun George |Jesus Aguilar |Jesús Aguilar |David Blennerhassett
In today’s briefing:[Japan M&A] Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA. CHEAP. Goldlion Holdings (533 HK): An Unexpected HK ArbageddonNissin Corp (9066 JP): A Rumoured Bain-Sponsored MBO?
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1 month ago | 
smartkarma.com | Arun George |Jesus Aguilar |Jesús Aguilar |Richard Howe
In today’s briefing: Smartpay (SPY NZ/SMP AU): Three Is No Crowd as a Third Bid Lands at NZ$1.20 Weekly Deals Digest (04 May) – Toyota Industries, Shibaura, Dickson, HKBN, Meilan Airport, Soundwill Merger Arb Mondays (05 May) – Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet Crude Awakening: Shell’s Possible Bid to Refine BP’s Future Weekly Update (LION, STRZ, GTX, LBTYA, WDC) Smartpay (SPY NZ/SMP AU): Three Is No Crowd as a Third Bid Lands at NZ$1.20 On 2 May, Smartpay...
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1 month ago | 
smartkarma.com | Travis Lundy |Arun George |David Blennerhassett |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Aisin (7259) – Executing the Capital Policy Side of Its MTMP – Big ¥120bn (8.8%) Buyback Soundwill Holdings (878 HK): Wide Spread Ahead of the 23 May Scheme Vote (Mostly) Asia M&A, Apr 2025 Wrap: Toyota, Abacus Storage, Bright Smart, Fujitsu General, Topcon Prime Delivery: Amazon’s Route to Outbid DoorDash for Deliveroo Woongjin Is Buying Preed Life (Largest Funeral Service Company in Korea) Using LBO Aisin (7259) – Executing the Capital Policy Side of Its MTMP – Big...
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2 months ago | 
smartkarma.com | Travis Lundy |Arun George |David Blennerhassett |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Toyota Industries (6201) – SURPRISE! It’s a TOYODA Takeover Proposal (Good Governance May Not Win) Merger Arb Mondays (28 Apr) – Seven & I, Shibaura, Makino, Bright Smart, ENN Energy, Tam Jai Weekly Deals Digest (27 Apr) – Shibaura, Fujitsu General, Gunma/DHFG, Bright Smart, DN Solutions Ant Group Takes Out Yip’s Controlling Stake In Bright Smart (1428 HK) Sinarmas Land (SML SP): Potential Outcomes as IFA Says NOT Fair but Reasonable Deliveroo’s Special of the Day: A...
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2 months ago | 
smartkarma.com | Travis Lundy |Arun George |David Blennerhassett |Jesus Aguilar |Jesús Aguilar
In today’s briefing:Yageo Bigly Overbids Minebea (+20%) For Shibaura Elec (6957) At ¥5400[Japan Activism] – ValueAct Agrees to Tender to KKR Topcon (7732) Tender and Join As BuyerShibaura Electronics (6957 JP): No Messing Around as Yageo (2327 TT) Returns with a JPY5,400 OfferPEC Ltd.
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2 months ago | 
smartkarma.com | Sanghyun Park |Arun George |Douglas Kim |Jesus Aguilar |Jesús Aguilar
In today’s briefing:Key Implications of SK Inc’s Disposal of SK SiltronAbacus Storage King (ASK AU): Ki Corp/Public Storage’s NBIO at A$1.47Potential Sale of a Controlling Stake in SK Siltron to Hahn & CoIndustrivärden’s Q1 2025: NAV Evolution, Discount, Target NAV, ReplicationKey Implications of SK Inc’s Disposal of SK SiltronSK Inc is selling SK Siltron to cut its 68% debt-to-equity ratio. The sale could reduce borrowings below ₩5T and lower debt ratio to 30-40%.
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2 months ago | 
smartkarma.com | Travis Lundy |David Blennerhassett |Arun George |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Trump Team’s Weird Tariff Math – Not Meant to Be Negotiated ENN Energy (2688 HK): This Is An Avoid HKBN (1310 HK): I Squared Inches Closer to a Competing Offer Makino Milling Machine (6135 JP): Nidec Launches Its Offer Dada Nexus (DADA US): JD.Com’s US$2/ADS Firm Offer NZME Limited (NZM NZ/AU): Board Pushes Back On Board Spill Selected European HoldCos and DLC: March 2025 Report, Adding Vivendi [Alert] Buy Havas Trump Team’s Weird Tariff Math – Not Meant to Be Negotiated...
