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Pan-Asia Catalysts/Events
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bullish
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BHP Group Ltd
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27 Apr 2024 15:00
(Mostly) Asia-Pac M&A: Mimasu Semi, Tietto Minerals, CSR, CPMC, Roland DG, IClick Interactive
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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60 Views
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bearish
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Roland DG Corp
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26 Apr 2024 21:50
Taiyo Pacific Overbids Brother for Roland DG (6789)
Taiyo has overbid Brother's overbid of Taiyo's original bid for Roland DG. Roland has re-recommended. "Dis-synergies" has more consideration behind...
Travis Lundy
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221 Views
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bullish
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Engie SA
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26 Apr 2024 13:58
Quiddity Leaderboard ES50 Sep 24: Engie Gets Closer to a US$1.1bn Index Inflow
If French energy company Engie gains 20% vs the other names in the next 4 months, it could become an ES50 add in September 2024 and that could...
Janaghan Jeyakumar, CFA
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210 Views
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bullish
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Anglo American
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26 Apr 2024 12:35
BHP/Anglo American: A Decarbonising Solution
I would expect AAL to reject terms; but remain engaged. I'd expect BHP to fump. For that, the near term trade is probably to still be short BHP,...
David Blennerhassett
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281 Views
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bullish
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Mimasu Semiconductor Industry
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25 Apr 2024 21:13
18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap But Whatchagonnado?
Shin-Etsu Chem is buying out sub Mimasu Semi 19yrs after buying in. It's too cheap, but it's an all-time high, and this company hasn't had activist...
Travis Lundy
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315 Views
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