Daito Trust Construction (1878 JP) Tactical Outlook After TOB for The Global Ltd (3271 JP)
Daito Trust Construction has launched a TOB for The Global Ltd. Our analysis evaluates the potential effects on Daito’s stock price, with...
163 Views
Hikari Tsushin's Portfolio
This write-up is about Hikari Tsushin — a Japanese sales organization run by a visionary founder called Yasumitsu Shigeta. It’s been much talked...
444 Views
[Japan Event] Kosaido (7868) - Death Had a Bad Year in FYMar26 but It's a Growth Business
Kosaido is an interesting project. It has a nice asset - a 70% market share in Tokyo cremations. with more profit from funeral-related ceremony...
122 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
128 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
241 Views