Japan: Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
299 Views
Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
115 Views
Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather
Consumer staples and utilities up as market rotated towards defensive. Despite activist win, the market is still cautious with Kyocera.
275 Views
Kakaku.com (2371 JP): Bain/LY’s Latest Offer Is Playing a Dangerous Game
Bain/LY's latest offer underwhelms. While there remain arguments for continued escalation, the “winning” offer is unlikely to exceed the last close...
138 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