Travis Lundy

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...

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...

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.

2 months 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...

2 months 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...