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.
315 Views
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,...
201 Views
Conbini Clothing Wars: No Riches from Rags for Seven Eleven
Seven Eleven Japan is playing catch up with its rivals in turning its Japan chain into a variety-conbini format. Its new clothing line is an...
90 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Defensives Leading; Concerns Persist. Actionable Themes: Staples, Utilities, Energy, Transports
Defensives Leading; Concerns Persist. Actionable Themes: Staples, Utilities, Energy, and Transports. Remain Overweight Emerging Markets $EEM,...
288 Views