Chiyoda: Risks to the Index Kick-Out Trade and Potential Volatility at Earnings the Next Day
Travis Lundy has covered Chiyoda Corp (6366 JP)'s upcoming removal from the Nikkei and Topix indexes in The Upcoming Chiyoda Corp (6366 JP) TOPIX...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Paying with PayPay: A Deep Dive into Yahoo! Japan’s Mobile Payment Business
In our previous note, Rakuten Pay Tops the Japanese Cashless War, we suggested that Rakuten Inc (4755 JP) is most likely to walk away as the winner...
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(Mostly) Asia M&A: June 2019 Roundup
For the month of June, 8 new deals were discussed on Smartkarma with an overall announced deal size of ~US$165bn, US$150bn of which relates to the...
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Bank Danamon – A Shift Toward Lower Returns
The risk to Bank Danamon Indonesia (BDMN IJ) after the Mitsubishi Ufj Financial (8306 JP) take-over may be most clear when looking at peer bank...
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