[Japan Partial Tender] SBI Launches Partial Offer for 20% of BASE (4477 JP) At ¥340 - Needs More
Activish-y HNWI MAKI-san went after BASE last year. He offered ¥407 in a long-dated tender which got 6+% of shares. Now SBI wants to buy 20% at...
222 Views
Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
974 Views
Merger Arb Mondays (24 Aug) - Con Aero, Z Fin, European Lithium, Cygnus, OFX, Kakaku, Baudroie
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
Ohayo Japan: US Big Tech Higher; Shipping Giants Join Hydrogen Supply Chain
Dow Jones drops, yields rise before Jobs report; Nikkei futures down; JapanX - Shipping majors join hydrogen supply chain.
565 Views
Supports Starting to Break; Upgrading Non-U.S. Small-Caps to Overweight; Transports/Comm/HC Buys
Support levels on global indexes (EURO STOXX 50, $ACWX, $EFA) beginning to break as $DXY and 10-year Treasury yield $TNX break above $105.70 and...
695 Views