Marubeni (8002 JP): Re-Rating Done, Spot Copper Priced In
​Stock has been re-rated to reflect current copper prices and earnings, with potential for further growth depending on platform scaling and capital...
658 Views
Seven Eleven: Still a Work in Progress as Lawson and Familymart Innovate
​Convenience store sector in Japan saturated and facing new competition, big 3 innovating to differentiate but Seven Eleven lagging behind.
678 Views
[Quiddity Index] Nikkei 225 Mar26 - Kioxia (285A) On the Menu, Others Not Far Behind
The Nikkei 225 Mar-26 rebalance is shaping up to be something different than one might have predicted just a month ago. High volume has trumped the...
817 Views
Weekly Deals Digest (16 Nov) - Pacific Ind, Forum, Fujitec, Itochu Shokuhin, Maruwn, Star Micronics
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
523 Views
Itochu-Shokuhin (2692 JP): Itochu Likely to Shrug off Sapphireterra’s Privatisation Call
Sapphireterra has suggested two proposals (privatisation by Itochu, special divs) to improve shareholder returns. The Board is likely to react to...
495 Views