Merger Arb Mondays (29 Sep) - Soft99, Ashimori, Mandom, Paramount, OneConnect, Dongfeng, Spindex
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
692 Views
Nippon Steel Placement - Relatively Small Deal with Recent Pick-Up in Momentum
Posco Holdings is looking to raise up to US$169m via selling some of its stake in Nippon Steel (5401 JP). In this note, we will talk about the...
444 Views
JPX Margin Trading Weekly (Sep 19th): Lasertec, Disco, Tokyo Electron, Nintendo, Fast Retailing
We analyzed JPX margin trading positions report for the past week and highlighted Lasertec (6920 JP), Disco (6146 JP), Tokyo Electron (8035 JP),...
452 Views
Merger Arb Mondays (22 Sep) - Technopro, Soft99, Mandom, Pacific Ind, Dongfeng, Shengjing, Smartpay
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
753 Views
Kobelco (5406.T) – Diversified Japanese Industrial with Stable Steel and Engineering Exposure
Kobelco's strong performance driven by stable steel demand and overseas orders, with potential risks in steel margin volatility and project delays.
363 Views