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Bloomberg (February 22)

2023/ 02/ 24 by jd in Global News

“Unloved during the pandemic with their business paralyzed almost overnight, airlines that cut back to survive the crisis are now blowing through profit forecasts and luring back investors.” Surging demand amid a tight labor market may be grating for travelers, but “for investors, it means some of the airlines they own are generating more than twice as much revenue per worker than they were two years ago.”

 

Financial Times (May 13)

2022/ 05/ 16 by jd in Global News

For some time, “private equity firms have set their sights on the many profitable yet unloved parts of corporate Japan that sit under the umbrellas of conglomerates such as Toshiba, Hitachi and others.” Currently, “the attention on Japan could not be any greater. Much of the ‘dry powder’ sitting in funds raised for Asian dealmaking is now less likely to be used in China than to back increasingly ambitious deals in Japan.”

 

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