Primer: Sumitomo Electric Industries (5802 JP) - Sep 2025
Dominant Market Position in Core Segments: Sumitomo Electric holds a leading global market share in essential automotive components like...
60 Views
Japan Morning Connection: Sanken Electric, Nidec, Asahi Intecc
​US tech laggards are now catching up after a rapid rebound, server-related strength boosts Nidec's sentiment, and Coherent's strong numbers...
365 Views
Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
1.5k Views
Merger Arb Mondays (15 Dec) - Toyota Ind, Makino, Raksul, Pacific Ind, Jinke, Meilan Airport, NSR
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
609 Views
Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
487 Views