-
6 days 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.
-
1 week ago | 
smartkarma.com | Brian Freitas |David Blennerhassett |Travis Lundy |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Chagee Holdings (CHA US) IPO: Global Index Inclusion Timeline After Squaring Away Japfa, The Santosa Family Looks To PT Japfa [Japan Activism] – Strategic Capital Shareholder Proposals to WAKITA (8125) And Their Response StubWorld: Swire Is “Rich” To Cathay; And Cathay “Cheap” To Air China Canvest (1381 HK): 12th May Vote On Grandblue’s Offer Naturgy’s Tender Offer: Exploring Spanish ‘Odd-Lot’ Priority and Potential €500 Upside for Shareholders Liquid Universe of European...
-
1 week ago | 
smartkarma.com | David Blennerhassett |Sudarshan Bhandari |Leonard Law |Michael Fritzell
In today’s briefing:StubWorld: Swire Is “Rich” To Cathay; And Cathay “Cheap” To Air ChinaAsia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living. The Beat Ideas: Samhi Hotels, A Strategic Play on India’s Premium HotelsLucror Analytics – Morning Views AsiaKina Securities Meeting (KSL AU): A Papua New Guinea Commercial Bank. Asia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living.
-
1 week ago | 
smartkarma.com | Travis Lundy |David Blennerhassett |Sumeet Singh |Jesus Aguilar |Jesús Aguilar
In today’s briefing: The Skew in the Tsuruha-Welcia-Aeon Combination Know Your Rare Earth Elements As China Restricts Exports Horizon Robotics IPO Lockup- US$7bn Expiry with Scattered Shareholding and Lots of CCASS Movement Consolidating Yield: LondonMetric’s Possible Offer for Urban Logistics A Note-Worthy Exit: Atlas Takes Over De La Rue The Skew in the Tsuruha-Welcia-Aeon Combination Tsuruha Holdings (3391 JP), Welcia Holdings (3141 JP), and Aeon Co Ltd (8267 JP) announced their deal...
-
1 week ago | 
smartkarma.com | David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Nimish Maheshwari
In today’s briefing:James Hardie (JHX AU)/Azek (AZEK US) Merger: Risky, Expensive, And Poor GovernanceCapri Unstitched: A Versace Sale Could Unlock Value for CPRIEvent Driven: Delhivery Acquires Ecom Express as Distress SaleJames Hardie (JHX AU)/Azek (AZEK US) Merger: Risky, Expensive, And Poor GovernanceOn the 24th March, building materials outfit James Hardie Industries Plc (JHX AU) announced a cash/scrip merger with decking manufacturer Azek (AZEK US).
-
2 weeks 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...
-
1 month ago | 
smartkarma.com | David Blennerhassett |Jesus Aguilar |Jesús Aguilar
In today’s briefing:Dropsuite (DSE AU): Topline Selling Is A Buying OpportunityRio Tinto Dual-Listed Company (DLC) Unification AnalysisDropsuite (DSE AU): Topline Selling Is A Buying OpportunityBack on the 28th January, Dropsuite Ltd (DSE AU), a backup, recovery and protection software company, entered into a Scheme Implementation Deed with Texas-based IT automation outfit NinjaOne. NinjaOne’s A$5.90/share Offer was a 34.1% premium to last close.
-
1 month ago | 
smartkarma.com | David Blennerhassett |Gaudenz Schneider |Sanghyun Park |Jesus Aguilar |Jesús Aguilar
In today’s briefing:HK CEO & Director Dealings (28th Feb 2025): Mobvista, Xtep, Onewo, Bonny InternationalTencent (700 HK): Expiry-Day Recap; Intra-Day Swing of 4.1%. Street Intel on NPS’s Buy Flow—the Key Swing Factor as Korea’s Short-Selling ComebackBBVA/Sabadell: Updated TermsPost Demerger Outlook: OneSource Specialty Pharma- India’s First Multi-Modality CDMOErcros Takeover Battle: Regulatory Hurdles and Market SkepticismTencent (700 HK): Expiry-Day Recap; Intra-Day Swing of 4.1%.
-
2 months ago | 
smartkarma.com | David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Douglas Kim
In today’s briefing:StubWorld: REA Group Dives As CoStar Muscles Into TurfStrategic Reshuffle, Shareholder Adjustments, and Investment OutlookRecent Block Deal Sale on HD Hyundai Marine Solution and Headwinds on Korean Shipbuilding SectorStrategic Reshuffle, Shareholder Adjustments, and Investment OutlookNaturgy plans a €2.5 billion share buyback at €26.5 per share, thus increasing free float and liquidity, potentially aiding index inclusion and attracting passive ETF investors.
-
2 months ago | 
smartkarma.com | Arun George |David Blennerhassett
In today’s briefing: Sanyo Special Steel (5481 JP): Nippon Steel (5401 JP)’s Light Tender Offer Begs for Activism (Mostly) Asia M&A, Jan 2025: Sun Art, Sanyo Special Steel, Jamco, Ascot, Dropsuite, Smart Share Giga Prize (3830 JP): FreeBit (3843 JP)’s Tender Offer Is a Done Deal Last Week in Event SPACE: Fast Retailing, Sigma, Takeda Pharmaceutical, WH Group Sanyo Special Steel (5481 JP): Nippon Steel (5401 JP)’s Light Tender Offer Begs for Activism Sanyo Special Steel (5481 JP) has...
