Merger Arb Mondays (20 Oct) - ENN Energy, Joy City, Kangji, Mandarin, Soft99, Mandom, Makino
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Asia base oils demand outlook: Week of 13 October
Asia’s base oils demand could stay more cautious as signs of healthy stocks and rising supplies curb urgency to buy. Any need to move surplus...
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Asia base oils supply outlook: Week of 13 October
Asia’s Group II base oils price-premium to Singapore gasoil holds in narrow range. Firm gasoil premium to crude oil puts more pressure on refiners...
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Global base oils arb outlook: Week of 13 October
Asia Group I heavy-neutrals price falls vs ex-tank UAE price since early-August to widest discount in more than two years. Wider price-discount...
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Global base oils margins outlook: Week of 13 October
Global base oils prices mostly hold firm versus feedstock/competing fuel prices amid further drop in crude oil prices. Mostly-steady outright base...
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