Merger Arb Mondays (26 May) - Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
681 Views
Sumitomo Pharma (4506 JP): Back in Black; Rebooting For Future With Focus On Regenerative Medicine
Sumitomo Pharma sees strong revenue growth in FY25 driven by North America. The company is focusing on future with “Reboot 2027” amid FY26...
592 Views
Eisai Co Ltd (4523 JP): Leqembi at a Growth Juncture as New Markets Open Up; Margins Under Pressure
Eisai reported 6% revenue growth in FY25 and guided for flat revenue for FY26. However, Leqembi revenue is expected to grow 73% YoY in FY26....
601 Views
Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
836 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
867 Views