Asian Equities: Overvalued, Over-Leveraged, Low Growth – a Different Look
We modify our "stocks to avoid" list using EBITDA as the earnings parameter & EV as the valuation parameter. We screen 30 stocks, mostly from...
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Aeon's Plans to Absorb Aeon Mall and Aeon Delight Will Help Margin Growth
Aeon to transform mall ops by absorbing Aeon Mall and Aeon Delight, aiming to revitalise shopping building business with new concepts and...
420 Views
ABC Mart Extends Lead in Japan's Footwear Market as Competitors Contract
ABC Mart dominates the footwear retail sector, expanding as rivals shrink, and now venturing into apparel for continued growth as well as...
209 Views
Merger Arb Mondays (16 June) - Mayne, Pointsbet, Fengxiang, HKBN, Seven & I, Shibaura, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
357 Views
Aeon Will Own Japan’s Two Largest Supermarket Groups with Inageya Purchase
Aeon will buy a majority stake in Inageya, consolidating its market share in the Tokyo region just as Seven & I has confirmed a focus on the Tokyo...
554 Views