Merger Arb Mondays (02 Mar) - Dongfeng, ENN, Bluescope, Humm, ClearView, Toho Titanium, Sankei, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
385 Views
Weekly Deals Digest (01 Mar) - Toyota Ind, Toho Titanium, Yomeishu, Nintendo, Bluescope, Clearview
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
366 Views
[Japan M&A] Itochu Buys Out Itochu Shokuhin (2692) Cheaply as Crossholders Get It Over The Line
Itochu is buying out sub Itochu Shokuhin. It is above book, which is good, but this company is very cheap because it carries deposits which finance...
638 Views
And ST (Adastria) Expands Mall Platform in Bid for ¥400 Billion in Sales
ST's online platform is now popular with third-party brands, and seen as the future of the company's business in fashion and other lifestyle...
205 Views
MS-Japan Index Earning Revision (Jan): Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten
We analyzed MS-Japan's consensus for Jan 2026 and highlighted changes of EPS in Tokio Marine, Aeon, Itochu, Nippon Steel, Advantest, Rakuten,...
297 Views