Sapporo Holdings - 2501 JP

Consumer StaplesJapan

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bullish•Sapporo Holdings•21 Nov 2022 05:45

Sapporo Holdings: Activist Investor, 3D Investment Partners Is Just A Few Steps From Turning Hostile

Earlier this month, 3D Investment Partners requested Sapporo’s outside directors to postpone the announcement of the new Medium Term Plan until...

Oshadhi Kumarasiri

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bearish•Sapporo Holdings•08 Nov 2022 11:54

The First Step in Major Shift in Management Strategy Is for Sapporo to Sell Its Cross-Shareholdings

I would like to discuss the issues on the Nikkei article of November 7, "Overseas Funds Demand Management Reform from Outside Directors of Sapporo...

Metrical Inc

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bullish•Asahi Group Holdings•25 Aug 2020 16:55

Asahi Group Placement - Finally, It's Time to Lift the Overhang! Trade Ideas from past Large Deals

Asahi Group Holdings (2502 JP) finally announced its plans to raise around US$1.6bn (JPY172bn) to fund the acquisition of CUB. The acquisition was...

Sumeet Singh

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bullish•Kirin Holdings•14 Feb 2023 19:09

Kirin’s Holdco Discount Could Keep Unwinding After The Price Hikes Announcement

With price hikes possibly turning around the recent negative sentiment, we think the Kirin Holdco trade could yet again get going in the short-term...

Oshadhi Kumarasiri

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bullish•Sula Vineyards•12 Dec 2022 13:40

Sula Vineyards IPO - Does Offer a Unique Exposure with Lots of Ifs and Buts

Sula Vineyards is looking to raise around US$117m in its upcoming India IPO. In this note, we talk about the recent updates and valuations.

Sumeet Singh

422 Views

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