Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 Ranks
In total, there are 53 Potential ADDs and 47 Potential DELs (unique names) presented in the current Quiddity Leaderboard. The HIGH & MED Exp ADDs...
368 Views
[Japan Activism/M&A] - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies
Nikkei has reported the Welcia/Tsuruha merger is approved. Neither company has confirmed yet. But this means analysts start to look at synergies,...
476 Views
Merger Arb Mondays (26 May) - Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
365 Views
Tsuruha (3391 JP)/Welcia (3141 JP): Vote Musings
The Tsuruha vote on 26 May will be close but likely to be approved. Long Tsuruha is the trade, irrespective of the vote.
431 Views
Trial: Soon to Be Japan’s Largest Supermarket
Trial's acquisition of Seiyu will give it access to 240 more stores, potentially causing problems for rivals with its retail tech expertise and...
247 Views