[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies
In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.
859 Views
Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan
Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...
316 Views
Seven & I: Where Is the Growth?
Seven & I is showing worrying signs of low morale in recent quarters. It has lost out in a bid for a major base in Poland to ACT and back home,...
114 Views