Japan Consumer Sector Update: Q4 FY2025 Wrap-Up and FY2026 Outlook
​Food and beverage sector raising prices and driving efficiencies for potential earnings outperformance, while alcoholic beverage makers face...
328 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Fewer Price Hikes in Spring, but Prices Still Rising
April saw fewer price hikes on the year, but major brands are still planning hefty increases soon. Government subsidies for utilities are ending...
314 Views
Asia-Pac M&A [August 2026 Wrap]: Baudroie, EQT, Guotai Junan, Peet, Reliance Worldwide, Yinson
For the month of August, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$7bn. The average premium for the new deals...
100 Views