Merger Arb Mondays (06 Oct) - Kangji, Soft99, I-Net, Daiseki, Mandom, Changhong, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
556 Views
Global base oils margins outlook: Week of 29 September
Global base oils prices mostly extend fall vs feedstock/competing fuel prices amid sustained rise in crude oil prices. Any extension of crude oil...
204 Views
Global base oils arb outlook: Week of 29 September
Asia’s Group II base oils prices stay unusually firm vs US export prices so far this year. Strength of Asia Group II prices curbs arbitrage flows...
219 Views
Asia base oils supply outlook: Week of 29 September
Asia’s base oils prices slip versus gasoil prices amid recent rise in crude oil prices. Heavy-grade base oils margins stay relatively firm even...
185 Views
Asia base oils demand outlook: Week of 29 September
Asia’s base oils demand could turn more cautious amid improving availability of supply. Rising supply gives buyers more flexibility to procure...
167 Views