Nico Rosti

1 month ago | smartkarma.com | Travis Lundy |David Blennerhassett |Jesus Aguilar |Jesús Aguilar |Nico Rosti

In today’s briefing: [Japan Activism/M&A] – Shareholders Approve Tsuruha/Welcia Merger – Now It’s Partial Offer+Synergies [Japan Activism] The Upcoming Fuji Media AGM Stoush – Foreigners Vs Voting Right Limits Soundwill (878 HK): Thoughts On The Latest Scheme Fail A/H Premium Tracker (To 23 May 2025): AH Premia Contract, H Premia Names Perform Best; Batteries! Forged in Politics: Nippon’s $55 Bid for X Heats Up Again NIFTY Index Outlook (With an Eye on Zomato’s Passive Selling Starting…)...

2 months ago | smartkarma.com | Manishi Raychaudhuri |Mark Chadwick |Jesus Aguilar |Jesús Aguilar |Nico Rosti

In today’s briefing: Asian Equities: Growth at Reasonable Price After This Dislocation Money Forward (3994) | SaaS Is Slowing, But So Is the Price Dropped the Line: Telefónica Disconnects from Peru TSMC (2330.TT) Tactical Outlook Before 1Q25 Earnings Release Neos Corp (3627 JP): Full-year FY02/25 flash update Flagright clinches US$4.3M to bolster AI-native anti-money laundering solutions | e27 Toumei (4439 JP): 1H FY08/25 flash update Asian Equities: Growth at Reasonable Price After This...