Merger Arb Mondays (22 Sep) - Technopro, Soft99, Mandom, Pacific Ind, Dongfeng, Shengjing, Smartpay
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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Global base oils margins outlook: Week of 15 September
Global base oils prices mostly hold firm versus feedstock/competing fuel prices. Firm margins point to strong supply-demand fundamentals,...
221 Views
Global base oils arb outlook: Week of 15 September
UAE’s imported Group I SN 500 price extends rise relative to prices in Europe and Asia in H1 Sept 2025. UAE SN 500 price-strength reflects tight...
229 Views
Asia base oils supply outlook: Week of 15 September
Asia’s base oils prices hold firm versus regional gasoil prices. Sustained strength of base oils margins suggests supply-demand fundamentals...
201 Views
Asia base oils demand outlook: Week of 15 September
Asia’s base oils demand could get support from signs of steady requirements in markets like southeast Asia and India. Regional demand could get...
236 Views