Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down
Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...
484 Views
Merger Arb Mondays (02 Dec) - Shinko, WealthNavi, AVJennings, SG Fleet, Latin Res, Get Nice, GA Pack
This week, the highest gross spreads are WealthNavi (43.6%), Henlius (14.4%), Shinko Electric (12.8%), Get Nice Financial (12.8%), Arcadium Lithium...
708 Views
Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets
​SMCI stock continues to climb higher, boosting server-related. Kirin's sale of Kyowa Hakko Bio may not be met with enthusiasm. Concerns about...
278 Views
Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH, Arcadium, Henlius, Canvest, GAPack
This week, the highest gross spreads are Henlius (21.5%), Canvest (13.7%), Get Nice Financial (13.3%), Shinko Electric (12.7%), Arcadium Lithium...
521 Views
Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?
​SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...
341 Views