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...
277 Views
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...
391 Views
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...
935 Views
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
Merger Arb Mondays (09 Feb) - Mandom, MCJ, Toyota Ind, Raksul, IJM, Guocoland, Skyworth, ENN
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
541 Views