Weekly Deals Digest (03 May) - Atlas Arteria, European Lithium, OOh!Media, ENN, Sankei RE, Makino
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
715 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
643 Views
ROHM (6963 JP): Denso Pulls the Plug
The shares will be under pressure due to the deal break (estimated decline of around 10%). A re-rating in the medium term depends on execution,...
584 Views
[Japan M&A] - Denso Withdraws Rohm (6963) Takeover Proposal - Now It's Just Value
Denso approached Rohm with a takeover proposal. Rohm shares popped. Then rose further (with reason). Now Denso has walked away. The knee-jerk...
745 Views