Last Week In Event SPACE: MCJ, AviChina, Tokyo Steel Mfg, 3SBio
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Asia-Pac M&A, March 2026 Wrap: Rohm, Gunma Bank, Toyota Indust., Nippon Sheet Glass, Echo Marketing
For the month of March, 5 new deals were discussed on Smartkarma with an overall deal size of just ~US$9bn. The average premium for the new deals...
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Webjet (WJL AU): CEO's Surprise Exit May Kickstart Takeover Discussions
Webjet is still very much in play. Barry's departure not only establishes a leadership vacuum; but potentially removes the legal uncertainty...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views