Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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🇯🇵 JAPAN • Results & Revisions 09/16 - Askul Begs a Question & East Japan [De]Rail[ed]way
• BEST & WORST • Our 'best' and 'worst' pairing from Wedrday's announcements is food and drink retailer Life (8194 JP) and parking lot...
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Surge in Online Shopping in Japan
E-commerce has surged since the start of the crisis. The biggest change in the past 15 weeks has been an increase in buying food and other...
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Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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