[Japan Activism/M&A] - Thinking About Positioning Around the Tsuruha/Welcia Vote
The Tsuruha/Welcia vote is Monday. If it goes through, you want to be long Welcia before the vote. If not, not. I think it will be close, but will...
1.4k Views
Merger Arb Mondays (01 Sep) - Dongfeng, ENN, Joy City, Kangji, Mayne, Santos, Shibaura, CareNet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
318 Views
Japanese Big Retailers: Winners and Losers
An in-depth review of Japan retailers with sales of ¥250+ in 2025: FMCG retailers dominate with market concentration increasing, discounters...
199 Views
Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
777 Views
Japan's Best Performing Retailers
There were strong improvements in both sales and profits for leading retailers last year and the following insight looks at the main winners and...
527 Views