Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
365 Views
[Japan M&A] JSB Gets A Big Bid from Warburg Pincus at ¥9,000 - +172% from Undisturbed
JSB (3480 JP) is being taken out by Warburg Pincus. A good deal for everyone. It gives Warburg Pincus the service co to match its assets and allows...
166 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...
215 Views
Japan Fortnightly Update: Tattered
TATTERED - After rising 1.6% in four days at the start of the week before last, our Market Composite then fell by 3%, ended the period down 1.3%...
546 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,...
199 Views