Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
174 Views
Japan Fashion Market Review 2019 Part II: Winners & Losers and Key Business Trends
As shown in Part I of our review, the apparel and fashion market contracted slightly last year and no single format was immune to the tougher...
552 Views
Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views
Japan Retail Review and Ranking 2018-19: Profit Growth Slowing as Competition Increases
The following is an in-depth review of the retail sector results for 2018-19 giving investors a quick overview of the strengths and weaknesses in...
630 Views
Smartkarma’s Week that Was in JP/KR: Nissan-Renault, Kirin, and Japan-Korea Conflict
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 05th August 2019:
671 Views