Merger Arb Mondays (27 Jul) - Skyworth, Changhong Jiahua, Z Fin, Con Aero, OFX, Cygnus, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
167 Views
Merger Arb Mondays (20 Jul) - Kakaku, Shinko Shoji, Get Nice, Shengmu, Skyworth, Steadfast, Vault
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
147 Views
The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
522 Views
Merger Arb Mondays (13 Jul) - Dida, Shengmu, Kakaku, Shinko Shoji, Steadfast, Vault, Accent, Cygnus
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
143 Views
🇯🇵 JAPAN • Results & Revisions 03/29 - Arcland, Organo & Keihan
Of Monday's three results, Arcland Sakamoto (9842 JP) stands out but is driven by the LIXIL VIVA acquisition. The FY22 forecasts are conservative...
400 Views