[Quiddity Index] CORRECTION: Advance Look at Mar27 Nikkei 225 Rebal; Info & Comms Rules The Roost
A misread of the Sep26 rebal announcement led me down a wrong path. The path is now corrected, but the path is still shrouded in fog. That fog may...
200 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
Japan's Retail Week
Japanese retailing sees major developments: Muji expands, LINE Yahoo acquires Beenos, Yutori buys cosmetics brand, and Familymart shifts to single...
399 Views
Japan Morning Connection: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher
ASML's strong print boosts sentiment but weighed by NVDA restriction concerns. Corning off the highs; may see weakness in Fujikura and Furukara....
351 Views
Weekly Deals Digest (13 Sep) - Base, Albis, Kakaku, Sharingtech, Changhong Jiahua, Public Financial
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
98 Views