Travis Lundy

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 | 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 | 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...

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...