Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views
Japan Retail Review and Ranking 2018-19: Profit Growth Slowing as Competition Increases
The following is an in-depth review of the retail sector results for 2018-19 giving investors a quick overview of the strengths and weaknesses in...
630 Views
Japan Retail Highlights 2018-19: Sector by Sector and Winners in Each Sector
The following provides a snapshot guide to the performance of all the main retail sectors in Japan in 2018-19 sector by sector including winners...
582 Views
Edion (2370 JP)/Yamada (9831 JP) Potential Merger to Establish Japan’s Largest Electronics Retailer
The rumoured deal is sensible. The lack of controlling shareholders necessitates a “fair” exchange ratio. My estimated Edion/Yamada exchange ratio...
155 Views
The Two Weeks That Were In 🇰🇷 🇯🇵 on Smartkarma to June 28.
We are covering about a week and a half of insights in this cut because it was slow, month end, a HK holiday Monday, and many people seem to be on...
623 Views