🇯🇵 JAPAN • Results & Revisions 11th May - Nissin, Seria, Mitsubishi Electric, Asahi Group
NEW INTERIM LOW - As we have noted in earlier Insights in this series, only half of the companies with March year-ends are issuing forecasts for...
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Placement/​Trade Idea: Asahi Group - Wants to Delay the Inevitable US$2bn Block
Asahi Group Holdings (2502 JP) reported its 1Q20 results today. It also recently announced that it would be completing its takeover of CUB by 1st...
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Budweiser APAC - Not Out of the Selldown Woods Yet, Worth a Reverse Enquiry for a Multi Bn US$ Block
Budweiser Brewing Company APAC (1876 HK)Â and its parent Anheuser Busch Inbev Sa/Nv (ABI BB) both reported their 1Q20 results on the 7th May...
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Kirin's Big Buyback Ended - A Trading and Signal Model for Kirin Going Forward
Japanese beer giant Kirin Holdings (2503 JP)announced a large buyback on 7 November 2019 as one way to mollify activists who had been pressuring...
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Placement/Trade Idea: Asahi Group - ACCC Approval Makes US$2bn Placement Just a Matter of Time
Australia Competition & Consumer Commission's (ACCC) today morning announced that it would not oppose the proposed acquisition of Anheuser...
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