Merger Arb Mondays (17 Nov) - Mandom, Paramount Bed, Maruwn, Paris Miki, Mayne, AUB, Genting
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
506 Views
Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying
European Commission's ban on ZTE and Huawei benefits NEC. Law change for investments into nuclear power and electrical grids will be a positive for...
269 Views
Merger Arb Mondays (10 Nov) - Soft99, Digital Holding, Saint-Care, ANE, ENN Energy, Mayne, AUB
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
510 Views
Japan Infrastructure Fund (9287JP): Mizuho Leasing (8425 JP)’s Tender Offer Is Light but Likely Done
The offer is light, as it is below book value and the midpoint of the IFA-adjusted book valuation range. However, a dispersed shareholder register...
453 Views
Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs
Socionext jumped to recent highs on Friday but tanked after numbers missed. Qualcomm was a beat after hours and should set a positive tone for...
183 Views