Catalyst Bulletin
@dealint.bsky.social
News and insights on event-driven opportunities in global markets. Live event monitors and analysis for subscribers on https://catalystbulletin.substack.com/. Not investment advice.
3 companies with particularly inefficient balance sheets, but also possible catalysts:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
Japanese Cash-Rich Companies Part 4
Select small cap names yet to disclose their capital allocation policies
open.substack.com
November 26, 2025 at 10:21 PM
3 companies with particularly inefficient balance sheets, but also possible catalysts:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
Of course there has to be a fund already 😀 Although its top holdings don’t seem particularly cash-rich, the theme aligns with the recent CB series over at the other platform.
November 26, 2025 at 2:49 PM
Of course there has to be a fund already 😀 Although its top holdings don’t seem particularly cash-rich, the theme aligns with the recent CB series over at the other platform.
CB Daily Brief 26/11/25
$5250.T: acquisition by $9449.T for ¥1,600
$NSR.AX: non-binding offer from Brookfield/GIC at A$2.86
$TBRD.V: acquisition by $BAMI.TO for C$1.77/0.2165x shares
$AIF.TO: tender offer for ~15% at C$50-57
$TBHC: acquisition by $BBBY for 0.1993x shares
$5250.T: acquisition by $9449.T for ¥1,600
$NSR.AX: non-binding offer from Brookfield/GIC at A$2.86
$TBRD.V: acquisition by $BAMI.TO for C$1.77/0.2165x shares
$AIF.TO: tender offer for ~15% at C$50-57
$TBHC: acquisition by $BBBY for 0.1993x shares
November 26, 2025 at 2:49 PM
CB Daily Brief 26/11/25
$5250.T: acquisition by $9449.T for ¥1,600
$NSR.AX: non-binding offer from Brookfield/GIC at A$2.86
$TBRD.V: acquisition by $BAMI.TO for C$1.77/0.2165x shares
$AIF.TO: tender offer for ~15% at C$50-57
$TBHC: acquisition by $BBBY for 0.1993x shares
$5250.T: acquisition by $9449.T for ¥1,600
$NSR.AX: non-binding offer from Brookfield/GIC at A$2.86
$TBRD.V: acquisition by $BAMI.TO for C$1.77/0.2165x shares
$AIF.TO: tender offer for ~15% at C$50-57
$TBHC: acquisition by $BBBY for 0.1993x shares
CB Daily Brief 25/11/25
$079940.KS: tender offer by Align at ₩33,000
$AEDAS.MC: price increase by $HOME.MC to €24 (ex div)
$SSP: offer by $SBGI at $2.72+$4.28 in shares
$GNK: acquisition proposal from $DSX at $20.6
$SEM: take-private offer from chairman/co-founder at $16-$16.2
👇
$079940.KS: tender offer by Align at ₩33,000
$AEDAS.MC: price increase by $HOME.MC to €24 (ex div)
$SSP: offer by $SBGI at $2.72+$4.28 in shares
$GNK: acquisition proposal from $DSX at $20.6
$SEM: take-private offer from chairman/co-founder at $16-$16.2
👇
November 25, 2025 at 2:34 PM
CB Daily Brief 25/11/25
$079940.KS: tender offer by Align at ₩33,000
$AEDAS.MC: price increase by $HOME.MC to €24 (ex div)
$SSP: offer by $SBGI at $2.72+$4.28 in shares
$GNK: acquisition proposal from $DSX at $20.6
$SEM: take-private offer from chairman/co-founder at $16-$16.2
👇
$079940.KS: tender offer by Align at ₩33,000
$AEDAS.MC: price increase by $HOME.MC to €24 (ex div)
$SSP: offer by $SBGI at $2.72+$4.28 in shares
$GNK: acquisition proposal from $DSX at $20.6
$SEM: take-private offer from chairman/co-founder at $16-$16.2
👇
CB Daily Brief 24/11/25
$0126Z0.KS: spin-off from $207940.KS
$VMC.AX: takeover offer by QGold at A$0.17
$MVF.AX: non-binding offer from Genesis/Soul Patts at A$0.8
$QUB: possible buyout by Macquarie at A$5.2
$WCW.L: acquisition by PhillipCapital for 14p
👇
$0126Z0.KS: spin-off from $207940.KS
$VMC.AX: takeover offer by QGold at A$0.17
$MVF.AX: non-binding offer from Genesis/Soul Patts at A$0.8
$QUB: possible buyout by Macquarie at A$5.2
$WCW.L: acquisition by PhillipCapital for 14p
👇
November 24, 2025 at 2:42 PM
CB Daily Brief 24/11/25
$0126Z0.KS: spin-off from $207940.KS
$VMC.AX: takeover offer by QGold at A$0.17
$MVF.AX: non-binding offer from Genesis/Soul Patts at A$0.8
$QUB: possible buyout by Macquarie at A$5.2
$WCW.L: acquisition by PhillipCapital for 14p
👇
$0126Z0.KS: spin-off from $207940.KS
$VMC.AX: takeover offer by QGold at A$0.17
$MVF.AX: non-binding offer from Genesis/Soul Patts at A$0.8
$QUB: possible buyout by Macquarie at A$5.2
$WCW.L: acquisition by PhillipCapital for 14p
👇
CB Daily Brief 21/11/25
$0727.HK: rights issue
$1530.HK: proposed carve-out of consumer pharma co
$WJL.AX: competing bid by BGH at A$0.91
$PPH.L: strategic review / formal sale process
$NEXT25.MX: carve-out from $FUNO11.MX
$WTM: tender offer for ~6% at $1,850-2,050
$0727.HK: rights issue
$1530.HK: proposed carve-out of consumer pharma co
$WJL.AX: competing bid by BGH at A$0.91
$PPH.L: strategic review / formal sale process
$NEXT25.MX: carve-out from $FUNO11.MX
$WTM: tender offer for ~6% at $1,850-2,050
November 21, 2025 at 2:38 PM
CB Daily Brief 21/11/25
$0727.HK: rights issue
$1530.HK: proposed carve-out of consumer pharma co
$WJL.AX: competing bid by BGH at A$0.91
$PPH.L: strategic review / formal sale process
$NEXT25.MX: carve-out from $FUNO11.MX
$WTM: tender offer for ~6% at $1,850-2,050
$0727.HK: rights issue
$1530.HK: proposed carve-out of consumer pharma co
$WJL.AX: competing bid by BGH at A$0.91
$PPH.L: strategic review / formal sale process
$NEXT25.MX: carve-out from $FUNO11.MX
$WTM: tender offer for ~6% at $1,850-2,050
CB Daily Brief 20/11/25
$1980.HK: mandatory offer at HK$0.68
$TGP.AX: strategic review
$VIVE.ST: rights issue
$FCA-U.V/$FCA-UN.V: wind down
$ASTC: strategic review
$APLT: strategic review
$EXAS: acquisition by $ABT for $105
$1980.HK: mandatory offer at HK$0.68
$TGP.AX: strategic review
$VIVE.ST: rights issue
$FCA-U.V/$FCA-UN.V: wind down
$ASTC: strategic review
$APLT: strategic review
$EXAS: acquisition by $ABT for $105
November 20, 2025 at 2:33 PM
CB Daily Brief 20/11/25
$1980.HK: mandatory offer at HK$0.68
$TGP.AX: strategic review
$VIVE.ST: rights issue
$FCA-U.V/$FCA-UN.V: wind down
$ASTC: strategic review
$APLT: strategic review
$EXAS: acquisition by $ABT for $105
$1980.HK: mandatory offer at HK$0.68
$TGP.AX: strategic review
$VIVE.ST: rights issue
$FCA-U.V/$FCA-UN.V: wind down
$ASTC: strategic review
$APLT: strategic review
$EXAS: acquisition by $ABT for $105
CB Daily Brief 19/11/25
$2389.T: price increase by $2433.T to ¥2,015
$WJL.AX: non-binding offer from $HLO.AX at A$0.9
$APS.TO: take-private by $128940.KS for C$2.41
$AVDL: price increase by $ALKS to $21+$1.5 CVR
$SEMR: acquisition by $ADBE for $12
$2389.T: price increase by $2433.T to ¥2,015
$WJL.AX: non-binding offer from $HLO.AX at A$0.9
$APS.TO: take-private by $128940.KS for C$2.41
$AVDL: price increase by $ALKS to $21+$1.5 CVR
$SEMR: acquisition by $ADBE for $12
November 19, 2025 at 2:34 PM
CB Daily Brief 19/11/25
$2389.T: price increase by $2433.T to ¥2,015
$WJL.AX: non-binding offer from $HLO.AX at A$0.9
$APS.TO: take-private by $128940.KS for C$2.41
$AVDL: price increase by $ALKS to $21+$1.5 CVR
$SEMR: acquisition by $ADBE for $12
$2389.T: price increase by $2433.T to ¥2,015
$WJL.AX: non-binding offer from $HLO.AX at A$0.9
$APS.TO: take-private by $128940.KS for C$2.41
$AVDL: price increase by $ALKS to $21+$1.5 CVR
$SEMR: acquisition by $ADBE for $12
CB Daily Brief 18/11/25
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
November 18, 2025 at 2:59 PM
CB Daily Brief 18/11/25
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
CB Daily Brief 17/11/25
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
November 17, 2025 at 3:11 PM
CB Daily Brief 17/11/25
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
CB Daily Brief 14/11/25
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
November 14, 2025 at 2:24 PM
CB Daily Brief 14/11/25
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
CB Daily Brief 13/11/25 ⛩️🔥🔥
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
November 13, 2025 at 2:35 PM
CB Daily Brief 13/11/25 ⛩️🔥🔥
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
CB Daily Brief 12/11/25
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
November 12, 2025 at 2:59 PM
CB Daily Brief 12/11/25
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
CB Daily Brief 11/11/25
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
November 11, 2025 at 2:26 PM
CB Daily Brief 11/11/25
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
CB Daily Brief 10/11/25**
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
November 10, 2025 at 2:33 PM
CB Daily Brief 10/11/25**
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
CB Daily Brief 07/11/25
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
November 7, 2025 at 2:19 PM
CB Daily Brief 07/11/25
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
CB Daily Brief 06/11/25
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
November 6, 2025 at 2:34 PM
CB Daily Brief 06/11/25
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
CB Daily Brief 05/11/25
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
November 5, 2025 at 2:28 PM
CB Daily Brief 05/11/25
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
A spin-off completed today liberated two separate listed businesses:
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
November 4, 2025 at 10:18 PM
A spin-off completed today liberated two separate listed businesses:
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
CB Daily Brief 04/11/25
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
November 4, 2025 at 2:26 PM
CB Daily Brief 04/11/25
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
Another batch of researched Japanese small-caps published:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
Japanese Cash-Rich Companies Part 3
Selected small cap names repurchasing shares
open.substack.com
November 3, 2025 at 10:17 PM
Another batch of researched Japanese small-caps published:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
CB Daily Brief 03/11/25
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
November 3, 2025 at 2:43 PM
CB Daily Brief 03/11/25
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
CB Daily Brief 30/10/25
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
October 30, 2025 at 10:24 PM
CB Daily Brief 30/10/25
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
CB Daily Brief 29/10/25
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
October 29, 2025 at 9:33 PM
CB Daily Brief 29/10/25
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
CB Daily Brief 28/10/25
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
October 28, 2025 at 3:04 PM
CB Daily Brief 28/10/25
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇