Kirin's Big Buyback Ended - A Trading and Signal Model for Kirin Going Forward
Japanese beer giant Kirin Holdings (2503 JP)announced a large buyback on 7 November 2019 as one way to mollify activists who had been pressuring...
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Placement/Trade Idea: Asahi Group - ACCC Approval Makes US$2bn Placement Just a Matter of Time
Australia Competition & Consumer Commission's (ACCC) today morning announced that it would not oppose the proposed acquisition of Anheuser...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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Budweiser Brewing APAC Lock-Up Expiry: The Big Pitcher
Budweiser Brewing Company APAC (1876 HK) shares currently trade 21% below its IPO price of HK$27.00 per share. Notably, the six-month lock-up...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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