Victor Galliano
Articles
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4 weeks ago |
smartkarma.com | Victor Galliano |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) Certainty Vs. Upside: Navigating the Assura-KKR-PHP Showdown Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) We believe that the recently announced offer by NTT Docomo for SBI Sumishin Netbank is attractive for Netbank shareholders; this brings the Japanese neobanks into the valuation spotlight There is a modest long arbitrage opportunity in SBI Sumishin Netbank based on its 30th May closing price, but...
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Mar 27, 2025 |
smartkarma.com | Arun George |Janaghan Jeyakumar |Jesus Aguilar |Jesús Aguilar |Victor Galliano
In today’s briefing:Sinarmas Land (SML SP): Widjaja Family’s Light Voluntary Unconditional OfferQuiddity Leaderboard ASX Jun25: De Grey Mining Intra-Review Replacement + More Regular ChangesPolicy Shift: Inocsa Makes a Premium Move on Catalana OccidenteAsia Real Estate Tracker (27-Mar-2025): Rava hires Blackstone MDs to lead Japan.
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Feb 13, 2025 |
smartkarma.com | Gaudenz Schneider |Jesus Aguilar |Jesús Aguilar |Victor Galliano
In today’s briefing:Block CEO: Twitter Evolution, Bitcoin and Digital FreedomAsia Real Estate Tracker (13-Feb-2025): HK’s Link REIT Manager Now Offers Private Funds.
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