Weekly Deals Digest (25 Feb) - Azure, A2B, Boral, CSR, China TCM, Outsourcing, Payroll, Snow Peak
Last week, notable developments occurred in Event-Driven (Azure, A2B, Boral, CSR, China TCM, CPMC, Outsourcing, Payroll, Snow Peak, Genetron) and...
365 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Boral, CSR, Ansarada, TCM, Snow Peak, Azure Min, Genetron
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
396 Views
Descente Puts on Some Pace
Japanese outdoor brands are on a roll. Descente, now part of the Itochu empire, is rebuilding its brand at home and overseas, with significant...
253 Views
Branded Camping from Goldwin and Snow Peak
Branded camping and outdoor leisure in Japan is big business and will provide new revenue streams for the leaders, Goldwin and Snow Peak, over the...
424 Views
2023 High Conviction: Workman's Cost Performance Will Beat the Competition
Some analysts have dismissed Workman as past its peak because S-S sales have fallen. This is a mistake: top line expansion and income growth will...
329 Views