[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...
1.2k Views
Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
457 Views
Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
324 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...
740 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...
507 Views