Best World (BEST SP): Not the Best Exit Offer
The vote is a risk. The offer is light as only 66.7% of retained earnings will be distributed, and the consideration will be covered by 1.6x of the...
655 Views
JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for June-End
The JPX Nikkei 400 Rebalance of August 2021 will be based on an end-June 2021 base date (for fundamental, volume, and market cap data). Our...
436 Views
JPX-Nikkei 400 Rebalance: Pre-Event Basket Adjustments for March-End
JPX Nikkei 400 Pre-Event Basket Bets - Every month-end we publish updated estimates for the August 2021 JPX Nikkei 400 Rebalance based on updated...
483 Views
Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
704 Views
J&J Tenders for Ci:z Holdings
Today after the close, Johnson & Johnson (JNJ US)announced a US$2bn+ deal and Tender Offer to buy the 52% of Ci:z Holdings (4924 JP) not held...
678 Views