Merger Arb Mondays (23 Mar) - Qube, Pepper, Bluescope, Skyworth, ENN, Makino, Sankei Real, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
330 Views
Itochu-Shokuhin (2692 JP): Itochu (8001 JP)’s Tender Offer Is Light but Done
The shares have traded marginally above terms since the deal was announced. In response to this, Itochu has announced irrevocables representing 1.5...
317 Views
Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views
Merger Arb Mondays (09 Mar) - ENN, Dongfeng, Skyworth, Qoria, Bluescope, Toyota Ind, Sankei
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
565 Views
TOPIX CORE 30 Index Earning Revision (Feb): Sony, Hoya, Toyota Motor, SoftBank, Honda Motor
We analyzed TOPIX CORE 30's consensus for Feb 2026 and highlighted changes of EPS in Sony, Hoya, Toyota Motor, SoftBank, Honda Motor, Tokyo...
224 Views