MAS Sets a Higher Bar
MAS’s surprise hold raises the bar for more tightening, but persistent energy, food or AI-led wage pressures could still force action in January.
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TSI (3608 JP) And World (3612 JP) To Merge: Broadly Fair Terms for TSI, but Value Left on the Table
TSI and World merge into INFINITY UNITED at 0.8x (4% premium). Terms are broadly fair to TSI; votes should pass. Long TSI/short 0.8 World yields...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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Fletcher Building 1Q27 Volumes—Building Through the Noise
Fletcher Building’s (FBU) 1Q27 volumes highlighted that activity has remained robust thus far in FY27. Residential home sales were the lowlight,...
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Primer: Infosys Ltd (INFO IN) - Oct 2026
Resilient Core Fundamentals and Robust Cash Generation: Infosys exhibits disciplined execution and healthy top-line expansion, delivering FY26...
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