Primer: INFRONEER Holdings (5076 JP) - Apr 2026
INFRONEER Holdings is a major Japanese infrastructure services company, well-positioned to benefit from sustained public and private investment...
105 Views
[Japan Navel-Gazing] Thinking About The Value of Toshiba
In the 5 days since I published, Toshiba's Kioxia shares have added ¥930bn in value. After tax assuming sold, that would be ¥650bn and ¥324/Rohm...
291 Views
Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
508 Views
(Mostly) Asia M&A, Sep 2025 Wrap: ReNew Energy Global, Digital Hold., Mandom, Paramount Bed, Spindex
For the month of Sept, 7 new deals were discussed on Smartkarma with an overall deal size of just ~US$2bn. The average premium for the new deals...
459 Views
Last Week In Event SPACE: Zijin Mining/Gold, Kokusai Electric, Santos, Krungthai Card
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...
4.6k Views