[Quiddity Index] Nikkei 225 Sep25 Rebal: One ADD/DEL, Less Certain Than Before
The early Nikkei 225 replacement action for NTT Data introduced a new paradigm for cash takeovers and set a limit for float. That makes the Sep...
1k Views
(Mostly) Asia-Pac M&A: Adriatic Metals, Carta, Mayne Pharma, PointsBet, Tourism Holdings
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
498 Views
[Quiddity Index] Nikkei 225 Boots NTT Data (9613) Early, Rohm (6963) IN 3 July; $3.8bn a Side
The Nikkei has used June 2020 rule change language to boot NTT Data earlier than expected. It makes sense. Expect this is new precedent. Rohm is...
760 Views
[Quiddity Index] Nikkei 225 Sep25 Rebal: One ADD/DEL? Kokusai a Question, but 2 Ad Hoc Events Coming
The Nikkei 225 Sep rebal has just 0.6% of its data window left. Rankings are basically fixed. Fastie capping depends on next 6wks. I see 1 Add/Del;...
740 Views
Merger Arb Mondays (16 June) - Mayne, Pointsbet, Fengxiang, HKBN, Seven & I, Shibaura, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
910 Views