Quentin's Feed
Aug 28, 2015
via Breakingviews

With strong new backer, Olam gets what Noble needs

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Talk about peer envy. Mitsubishi Corp is backing a Singapore-listed trader with wobbly shares and an unhappy history with short sellers. The $1.1 billion vote of confidence would be just the ticket for beleaguered Noble Group. But the $29 billion Japanese outfit is actually pairing up with safer-looking Olam.

Aug 28, 2015
via Breakingviews

With strong new backer, Olam gets what Noble needs

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Talk about peer envy. Mitsubishi Corp is backing a Singapore-listed trader with wobbly shares and an unhappy history with short sellers. The $1.1 billion vote of confidence would be just the ticket for beleaguered Noble Group. But the $29 billion Japanese outfit is actually pairing up with safer-looking Olam.

Aug 27, 2015
via Breakingviews

Stock rout will blow hole in China’s deal pipeline

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Share sales, mergers and buyouts in China surged with the country’s soaring stock market. Now boom has turned to bust, dealmaking will suffer. An abrupt end to a record-breaking run of equity issuance will be most painful for domestic brokers which dominate onshore listings in the People’s Republic. A sharp slowdown in M&A also looks inevitable.

Aug 27, 2015
via Breakingviews

Stock rout will blow hole in China’s deal pipeline

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Share sales, mergers and buyouts in China surged with the country’s soaring stock market. Now boom has turned to bust, dealmaking will suffer. An abrupt end to a record-breaking run of equity issuance will be most painful for domestic brokers which dominate onshore listings in the People’s Republic. A sharp slowdown in M&A also looks inevitable.

Jul 9, 2015
via Breakingviews

Trade halts add to China’s Potemkin market problem

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Trading halts add to China’s Potemkin market problem. Boom, bust and bailout are already making it hard for outsiders to take Chinese stocks seriously. An extraordinary slew of trading halts, trapping investors in hundreds of stocks, makes things worse. Bosses and bourses are buying temporary respite at the cost of their own credibility.

Jul 9, 2015
via Breakingviews

Trade halts add to China’s Potemkin market problem

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Trading halts add to China’s Potemkin market problem. Boom, bust and bailout are already making it hard for outsiders to take Chinese stocks seriously. An extraordinary slew of trading halts, trapping investors in hundreds of stocks, makes things worse. Bosses and bourses are buying temporary respite at the cost of their own credibility.

Jun 18, 2015
via Breakingviews

AirAsia takes multi-stop route to capital-raising

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

AirAsia is taking a multi-stop route to capital-raising. Concerns over debt and accounting have hammered shares in the region’s largest budget carrier. Boss Tony Fernandes says the company doesn’t need a rights issue and can recoup cash from overseas offshoots. But this requires investors to put fresh capital into loss-making affiliates. That’s not an easy sell.

Jun 15, 2015
via Breakingviews

How to tell if Japan’s shareholder love-in is real

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Japan Inc. faces unprecedented pressure to shape up. Lasting success would bring an enduring boost to return on equity. First comes a tough round of shareholder meetings. Next expect more buybacks, stake sales, and new targets. Then the hard work of bolstering businesses and consolidating fragmented sectors will begin.

Jun 15, 2015
via Breakingviews

How to tell if Japan’s shareholder love-in is real

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Japan Inc. faces unprecedented pressure to shape up. Lasting success would bring an enduring boost to return on equity. First comes a tough round of shareholder meetings. Next expect more buybacks, stake sales, and new targets. Then the hard work of bolstering businesses and consolidating fragmented sectors will begin.

Jun 9, 2015
via Breakingviews

Tesco’s South Korean unit stacks up for a buyout

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Tesco’s South Korean unit stacks up for a buyout. Reuters says Britain’s biggest grocer has hired HSBC to help it sell its Homeplus business for some $6 billion. A disposal would do much to fix the British grocer’s strained balance sheet. Tesco might not miss the Korean earnings that much either.

    • About Quentin

      "Quentin Webb is an Associate Editor at Reuters Breakingviews. He covers mergers and acquisitions, corporate finance and private equity in Asia. He joined the Hong Kong bureau in May 2015 after four years in London. Before becoming a columnist, he was a news reporter for Reuters, where his last role was as European M&A correspondent. He has also worked as a correspondent in Brussels and as a credit-markets reporter. Follow Quentin on Twitter @qtwebb"
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