Daifuku (6383 JP): Global Automation Leader with Structural AI Tailwinds
Company expanding AI-driven logistics and semiconductor cleanroom solutions, with projected earnings growth and justified structural premium.
247 Views
[Quiddity Index] Nikkei 225 Mar26 Leaderboards; Probably One IN, One OUT
The Sep25 Nikkei 225 Periodic Review is announced. That means the Mar26 review can be predicted with a fair bit of accuracy. I see one ADD one...
853 Views
Merger Arb Mondays (08 Sep) - Kangji, OneConnect, Ashimori, Pacific Ind, RPM, Santos, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
885 Views
(Mostly) Asia M&A, Aug 2025 Wrap: Dongfeng Motor, Kangji, Carenet, Nihon Chouzai, Technopro
For the month of Aug, 17 new deals were discussed on Smartkarma with an overall deal size of just ~US$18bn. The average premium for the new deals...
448 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,...
716 Views