Skylark Holdings: Japan Reopening Story Is Starting to Take Shape
The pent-up demand for leisure in Japan is even higher than it was in the US during March-July 2021. With foot traffic returning, we think Skylark...
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Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
386 Views
Skylark Placement - Uncertainty Looms, Needs to Price at Low End of Range
Skylark Co Ltd (3197 JP) is looking to raise about US$365m in its global follow-on offering to fund capital expenditure.
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TSE Restructure Might Force Japanese Beer to Break Their Capital Tie-Ups with Restaurant Chains
We expect the Japanese restaurants sector to remain oversold over medium term driven by the sell down of cross holdings by Japanese beer companies....
510 Views
Nikkei 225 Index Rebalance Preview - FamilyMart & The Periodic Review
On 8 July, Itochu Corp (8001 JP) made an offer to buy all the shares it did not own in FamilyMart Co Ltd (8028 JP) at a 31% premium to the stock...
757 Views