Primer: Nippon Kayaku (4272 JP) - Aug 2026
Nippon Kayaku is a diversified chemical manufacturer with a balanced portfolio across three core segments: Mobility & Imaging, Fine...
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Taiyo Holdings (4626 JP): Bump Pressure Builds, but KKR Holds the Cards
The tender launch has moved to around late November, from early October. Approvals still outstanding: China’s competition clearance and Japan’s...
170 Views
Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts
​Japan's defense industry is experiencing a renaissance with increased budget allocation, leading to opportunities for investors in national...
377 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
658 Views
Taiyo Holdings (4626 JP): Watching and Waiting as the Case for a Bump Gains Credence
The shares have largely traded above the JPY4,750 offer price as the case for a bump gains credence. Nevertheless, KKR has no immediate cause for...
189 Views