Major Japan Wholesalers up 2.8% in 2021, but Problems Looming
Wholesalers in Japan had a good year last year. The biggest firms like Medipal may prosper but there are challenges for the sector which could...
385 Views
Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
726 Views
Merger Arb Mondays (06 Jul) - Kakaku, Taiyo, Shinko Shoji, Arclands, Qoria, Steadfast, Dida
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
189 Views
Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Merger Arb Mondays (22 Jun) - Kakaku, Nippon Dry, Shinko Shoji, Accent, Humm, Qoria, Skyworth
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
209 Views