POSCO Holdings Is Selling Nippon Steel Shares Worth 468 Billion Won
On 19 March, POSCO Holdings (005490 KS) announced that it is selling its stake in Nippon Steel Corporation (5401 JP) worth nearly 468 billion won...
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Unloved Japan Round-Up
Some Autos, Steel, and Electric Power companies in Japan now offering yields that compete with U.S. Treasuries. The end of the hurricane season...
551 Views
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
886 Views
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
515 Views
Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
366 Views