Travis Lundy

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Daily Brief Event-Driven: [Japan Activism/M&A] - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies and more

1 week ago | smartkarma.com | Travis Lundy |David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Nico Rosti

In today’s briefing: [Japan Activism/M&A] – Shareholders Approve Tsuruha/Welcia Merger – Now It’s Partial Offer+Synergies [Japan Activism] The Upcoming Fuji Media AGM Stoush – Foreigners Vs Voting Right Limits Soundwill (878 HK): Thoughts On The Latest Scheme Fail A/H Premium Tracker (To 23 May 2025): AH Premia Contract, H Premia Names Perform Best; Batteries! Forged in Politics: Nippon’s $55 Bid for X Heats Up Again NIFTY Index Outlook (With an Eye on Zomato’s Passive Selling Starting…)...
Daily Brief Event-Driven: [Japan Buybacks] ¥7.3trln of Buybacks Announced In the Last Month - Data on Each and more

2 weeks 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.
Daily Brief Event-Driven: [Japan M&A] TechnoPro Holdings (6028) May Be Up For Grabs and more

3 weeks ago | smartkarma.com | Travis Lundy |David Blennerhassett |Douglas Kim |Jesus Aguilar |Jesús Aguilar

In today’s briefing:[Japan M&A] TechnoPro Holdings (6028) May Be Up For GrabsESR (1821 HK): Pre-Cons Done.
Daily Brief Event-Driven: [Japan M&A] Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF and more

3 weeks 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?
Daily Brief Event-Driven: Aisin (7259) - Executing the Capital Policy Side of Its MTMP - Big ¥120bn (8.8%) Buyback and more

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...
Daily Brief Event-Driven: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance May Not Win) and more

1 month 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...
Daily Brief Event-Driven: Yageo Bigly Overbids Minebea (+20%) For Shibaura Elec (6957) At ¥5400 and more

1 month 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.
Daily Brief Event-Driven: Chagee Holdings (CHA US) IPO: Global Index Inclusion Timeline and more

1 month 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...
Daily Brief Event-Driven: The Skew in the Tsuruha-Welcia-Aeon Combination and more

1 month 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...
Daily Brief Event-Driven: FSS Bans Arb in Local MM Books: Identifying Opportunities from Short-Term Inefficiencies and more

1 month ago | smartkarma.com | Sanghyun Park |Travis Lundy |Douglas Kim |Jesus Aguilar |Jesús Aguilar

In today’s briefing: FSS Bans Arb in Local MM Books: Identifying Opportunities from Short-Term Inefficiencies TKP Corp (3479) – A Second Big Buyback In Short Order Quiddity HK Connect Northbound Tracker (Q1 2025 Vs 5 Previous Quarters) Dongwon F&B: Delisting and Incorporation as a Wholly Owned Subsidiary of Dongwon Industries Dropped the Line: Telefónica Disconnects from Peru Running on Fumes: Wood Group’s Last Shot with Sidara FSS Bans Arb in Local MM Books: Identifying Opportunities from...

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Travis Lundy

Articles

Daily Brief Event-Driven: [Japan Activism/M&A] - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies and more

Daily Brief Event-Driven: [Japan Buybacks] ¥7.3trln of Buybacks Announced In the Last Month - Data on Each and more

Daily Brief Event-Driven: [Japan M&A] TechnoPro Holdings (6028) May Be Up For Grabs and more

Daily Brief Event-Driven: [Japan M&A] Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF and more

Daily Brief Event-Driven: Aisin (7259) - Executing the Capital Policy Side of Its MTMP - Big ¥120bn (8.8%) Buyback and more

Daily Brief Event-Driven: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance May Not Win) and more

Daily Brief Event-Driven: Yageo Bigly Overbids Minebea (+20%) For Shibaura Elec (6957) At ¥5400 and more

Daily Brief Event-Driven: Chagee Holdings (CHA US) IPO: Global Index Inclusion Timeline and more

Daily Brief Event-Driven: The Skew in the Tsuruha-Welcia-Aeon Combination and more

Daily Brief Event-Driven: FSS Bans Arb in Local MM Books: Identifying Opportunities from Short-Term Inefficiencies and more

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Emails

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