Weekly Deals Digest (06 Oct) - Tokyo Metro, Rigaku, CR Beverage, K Bank, ASMPT, Samson, T-Gaia
Last week, notable developments occurred in Event-Driven (ASMPT, GA Pack, Samson, Descente, T Gaia) and ECM (Tokyo Metro, Rigaku, CR Beverage, K...
384 Views
(Mostly) Asia-Pac M&A: Descente, Shin Kong Financial, T Gaia, Shinsegae E&C, MPHB, Pacific Smiles
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
422 Views
Japan Screen | Nikkei Dividend Stocks
The Nikkei recently launched two dividend indices. We carry out a quick and simple screen of the index constituents to find the best dividend...
291 Views
🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
319 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
463 Views