MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
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Asia Real Estate Tracker (21-Sep-2026): APAC Real Estate Updates: People News September 2026
On September 21, 2026, major APAC real estate moves included $859M investments, acquisitions, leadership changes, and profit drops amid Japan's...
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Descente Drives Profit Growth for Itochu, More M&A to Come
Itochu Shoji's textiles division achieves record core profit in FY2025 after a decade of proactive brand management, but net profit targets for...
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Itochu Mining Profit from Brands and Retail – Investing Further
Itochu's focus on lifestyle brands pays off with record profits, plans to expand further into consumer market with more brands and stores.
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Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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