Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds
Investors shift to risk-off mode due to concerns over US's fiscal stability. Banks, R/E, consumer disc and home builders fall. Infineon's NVDA...
238 Views
[Japan M&A] Seven Bank (8410) - Seven & I Selldown, Itochu Buy-In, Not on My Bingo Card But Not Bad
Seven & i appears to be en route to selling a stake in Seven Bank to Itochu. I don't see the benefit to Itochu but it's good for Seven Bank,...
561 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,...
724 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,...
740 Views
Weekly Deals Digest (11 May) - CATL, Hengrui, Imagica, MitShokuhin, NTT Data, Shibaura, Torii, ZEEKR
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
482 Views