TKP Corp (3479) - A Second Big Buyback In Short Order
TKP Corp is a fast-growing business which rents rooms - meeting/conf/seminar/training rooms, wedding and banquet facilities. And they do the rest...
331 Views
TV Asahi Placement - Mini Share Buyback Should Buffer Deal
A group of shareholders are looking to raise US$133m from selling their respective stakes in TV Asahi. In this note, we will talk about the...
275 Views
"Tiny Win for Guess The Ratio" Aeon (8267) Pays a SMALL Premium for Aeon Mall (8905)
The Aeon deal for Aeon Mall has been announced. Small premium vs last. Very short-term deal as merger effective July 1. Done deal. unfortunately,...
464 Views
Suzuki Motor Placement Updates - Relative Correction Has Been Decent so Far. But Lacks Buyback
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn via selling 5% of Suzuki Motor (7269 JP). We compare it...
470 Views
Shimano (7309) | Gears Grinding
US tariffs could significantly impact Shimano's profits due to supply chain exposure, potentially leading to stretched valuation and potential for...
271 Views