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,...
374 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.
437 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...
252 Views
Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
509 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
530 Views