🇯🇵 JAPAN • IT'S A WRAP! Part 1 - 2020-Q1 Earnings Results & Forecasts
A YEAR TO FORGET - The aggregate earnings of Japanese listed companies peaked on December 26th 2018 and, over the last five quarters, have declined...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 14th February ▲2212 4927 8358 ▼ 6502 6098 9435
14TH FEBRUARY ROUNDUP - With apologies to Trend Micro (4704 JP) and Bridgestone (5108 JP) who have yet to report, this will be our last daily...
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Last Week in Event SPACE: Keppel, Aussie Unity, Jardines, Delphi, Hong Kong's WVRs, Ingenico
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is still trading cheap to its index and earning comps. It is trading relatively cheap...
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(Mostly) Asia M&A: January 2020 Roundup
For the month of January, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$16bn. Clicking on the company...
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Last Week in Event SPACE: Capitaland's REITs, Maeda, Huaneng Renew, Toshiba Machine, Samsung, Olam
Last Week in Event SPACE ... The Capitaland Mall Trust (CT SP) / Capitaland Commercial Trust (CCT SP) merger is DPU accretive to everyone (because...
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