Japan's Supermarkets: The Coming Disruption
With Trial's IPO looming and inflation at record highs, Japan's supermarket sector is a sector ripe for disruption as pricing pressures widen the...
555 Views
Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
670 Views
(Mostly) Asia-Pac M&A: Alumina, Superloop, Qantm, Samsonite, ESR, APM , Adbri, CSR, Outsourcing
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
638 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Boral, CSR, Ansarada, TCM, Snow Peak, Azure Min, Genetron
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
614 Views
Merger Arb Mondays (19 Feb) - Outsourcing, JSR, Shinko, YSK, Vinda, Altium, Azure, Ansarada
This week, the highest gross spreads are Probiotec (11.0%), Shinko Electric (7.7%), Genetron (7.1%), JSR (6.8%), Lithium Power (4.6%), Altium...
546 Views