Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week
​Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...
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Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value
​Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...
374 Views
Japan Morning Connection: Tech Out, All Things EU In
Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump...
556 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,...
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Asia-Pac Weekly Wrap: Kakaku, Ingenia Communities, Albis, Sharingtechnology, Cygnus Metals
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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