Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat
Memory names continue to perform well. Intuitive surgical dropped after guidance showed impact from tarrifs. Marvell falls again after lackluster...
290 Views
Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading
Optical tech related may see sentiment rise with AR/AI glasses market, HDD names have further to grow with storage demand for AI data centres.
667 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
Last Week In Event SPACE: Dongfeng Motor, Shibaura, HD Hyundai Heavy/HD Hyundai Mipo, Zijin Mining
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
737 Views