Japan & Korea @Smartkarma:Â Autos, Toshiba, NTT, JDI, North Korean DĂ©tente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
331 Views
Kakaku.com (2371 JP): How High Can It Go as Bain/LY Ups the Ante?
Bain/LY’s second offer, belatedly and publicly, sets in motion an auction process. My analysis suggests that a competing bidding war could result...
259 Views
Kakaku.com (2371 JP): Pass the Popcorn as EQT Launches a Tender Offer
The conspicuous lack of Oasis’s support, the absence of an auction despite a Bain/LY bid, reliance on passives' vote and irrevocables with...
387 Views
[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs, 1 CAP
The March 2026 Nikkei 225 rebal is "Ready to Go" as the data period ended a week ago (and I've been slow writing this). The only update since Jan...
518 Views
[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs (One New), 1 CAP, Another Close
The recent interest and move higher in metals means a change in expected Nikkei 225 DELETE. And the recent move higher in USDJPY and earnings means...
686 Views