Long Kirin/​Short Asahi While Tokyo Olympics Hangs In Doubt
Holding the Tokyo Olympics as planned in July 2021 with the attendance of fans is becoming increasing unlikely. Additionally, an article on Nikkei...
407 Views
Activist Pressure FINALLY Works on Fujitec (6406)- Going Up? (Albeit Slowly)
Fujitec activist pressure finally seems to have shown results as the company buckles, and undertakes to pursue some activist demands. A small win....
548 Views
Japanese Beer Pair Trade: Long Sapporo/Short Asahi
Pfizer and BioNTech’s announcement regarding the success rate of over 90% for its OCVID-19 vaccine kickstarted a strong rally in stock markets...
428 Views
Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?
Toyota's efforts to reform labour policies bear watching as Japan's change of government and response to COVID's impact on workplaces offer a...
366 Views
Asahi Group Placement - Quick Note - Needs to Correct Some More or Offer a Bigger Discount
Asahi Group Holdings (2502 JP) announced its plans to raise around US$1.6bn (JPY172bn) to fund the acquisition of CUB on 25th Aug. The acquisition...
517 Views