The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
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Last Week in Event SPACE - Henderson, Akatsuki, Lotte
This week, is Henderson Land Development (12 HK) truly the bastion of affordability? Game-on for Akatsuki Inc (3932 JP) and the Lotte Shopping Co...
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StubWorld - Set-Up/Unwind Extremes: Japan Post, Wheelock (6 Sept 2017)
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP) and Wheelock & Co Ltd (20 HK).These...
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2017 Annual Nikkei 225 Rebalance Analyzed
After the close today, the Nikkei announced the changes to its Nikkei 225 Average and Nikkei 300 Index based on its annual rebalance...
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Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
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