ASML. Sanctions? Moi?
FY'23 growth forecast increased despite push outs in the EUV order book and lower IBB revenues. Semi recovery now a H1'24 scenario with uncertainty...
622 Views
July TOPIX FFW Rebal - Bigger Than Expected
The TOPIX July FFW Review is more interesting than it would appear at first glance. There are some trades to do too. Watch Rakuten, Nippon Paint,...
657 Views
Merger Arb Mondays (01 Dec) - AUB, Qube, NSR, Dongfeng, ENN, Jinke, ANE, Canon Electronics, Low Keng
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
318 Views
Weekly Deals Digest (30 Nov) - SBI Shinsei, JDI, ANE, Canon Electronics, Digital, Mandom, NSR, Qube
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
362 Views
[Japan M&A] ParentCo Finally Buys Out Canon Elec (7739 JP) - OK Premium, Meh Process, No Synergies
Canon is taking out minorities in Canon Electronics. Not unexpected, or rather, it was expected at some point (the TSE/govt want dual listings to...
389 Views