NIKKON Holdings (9072 JP): Sell-Off Signals a Stalled Auction, but Downside Looks Limited
Nikkon's 13% drop on no publicly available news suggests Bain or Lone Star walked, or bidders can't fund the activists' price. Deal-break downside:...
246 Views
Buy the Pullback in MSCI ACWI and S&P 500; Buys in Uranium, Transports, Services, Technology, More
Buy the Pullback in MSCI $ACWI and $SPX; Still bullish on global equities with $ACWI and the SPX holding above their respective bases at $117 and...
589 Views
NIKKON Holdings (9072 JP): Two Bidders in the Second Round with Suggestions of a Takeunder
Despite suggestions of a potential takeunder, it is unlikely for several reasons and is largely a ruse to dampen expectations. An offer around...
150 Views
Ohayo Japan |BIG TECH BACK ! NUGGET: Nidec Succession Headaches-Resolution in Sight But...
Tech Back as US Equities Well Bid; NKY Futs +0.7% premium vs Cash; ; Seino HD(9076) - Massive Buyback, Div hike; TOYOTA - Sees path to Solid State...
499 Views
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
514 Views