Japanese Beer Pair Trade: Long Sapporo/Short Asahi
Pfizer and BioNTech’s announcement regarding the success rate of over 90% for its OCVID-19 vaccine kickstarted a strong rally in stock markets...
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Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?
Toyota's efforts to reform labour policies bear watching as Japan's change of government and response to COVID's impact on workplaces offer a...
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Asahi Group Placement - Quick Note - Needs to Correct Some More or Offer a Bigger Discount
Asahi Group Holdings (2502 JP) announced its plans to raise around US$1.6bn (JPY172bn) to fund the acquisition of CUB on 25th Aug. The acquisition...
572 Views
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...
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Asahi Group Placement Tracker - No Signs of a Placement Even Though Net Debt to EBITDA Is at 8.2x
Asahi Group Holdings (2502 JP) reported its 2Q20 results today. Along with its results it also provided updates on its recently completed Carlton...
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