TMI Snapshot: Asynchronous Inflation Narratives
While the bond market continues to dismiss inflationary pressures, our text mining picked up a recent spike in mentions of supply constraints as...
236 Views
DuluxGroup’s Attractive Bid from Nippon Paint
DuluxGroup Ltd (DLX AU) is Australia’s largest player in the decorative paint market, with well-known brands Dulux in paints and Selleys in...
746 Views
Last Week in Event SPACE – Toshiba, AWE, Sharp, Nisshinbo, Toray
Last week, the mechanics of index inclusions on Toshiba Corp (6502 JP)’s ¥600bn placement and short-swing profit disgorgement liability; AWE Ltd...
334 Views
Axalta/Nippon Paint ... By Numbers
Pursue or be pursued. M&A is the preferred growth mechanism for the paint & coating industry - like any number of industries striving...
370 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views