Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Ajinomoto Co (2802 JP): Coverage Initiation, 1H FY03/26 flash update
Revenue in 1H FY03/26 was JPY738.9bn, a decrease of 0.7% YoY, impacted by foreign exchange effects. Business profit in the Frozen Foods segment...
226 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues
Markets risk off in the wake of the bond market rout sparked by JBG selling yesterday. Many food and beverage names have shot up since the news broke.
208 Views
Asia-Pac M&A [Sept 2026 Wrap]: Northern Star, Kadoya Sesame, Ingenia, Leopalace21, IDP, Sharingtech
For the month of Sept, 11 new deals were discussed on Smartkarma, with an overall deal size of ~US$26bn. The average premium for the new deals...
116 Views