Curator's Cut: BABA Hedges, Substantive Spin-Offs & Japanese Activist Situations
In this cut, we look at different approaches to hedge BABA exposure, review large recent spin-offs in Asia, and get a download of interesting...
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Japan Activist Briefs | Calbee, Eiken, Pacific Industrial, AI Holdings
Calbee faces cost pressures and waning institutional support, but with solid balance sheet, cheap valuation, and activist interest, it may attract...
319 Views
Oisix: Major Growth Expected in Foodtech
​Japan's interest in food-based health solutions is attracting multiple players, with Oisix leading the way by developing an incubator for start...
503 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...
248 Views
REPT BATTERO Energy Pre-IPO - PHIP Updates - Leaning on ESS
REPT BATTERO Energy (REPT HK) is now looking to raise around US$300m in its upcoming Hong Kong IPO, down from the US$1bn it was aiming for earlier.
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