Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher
Israel bows to US pressure, Japan to begin bilateral trade talks. US shippers despite global trade decline. Samsung numbers beat with Galaxy S25...
305 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
166 Views
Japan Morning Connection: Tesla Big Beat and SK Hynix Numbers to Buoy Sentiment
Watch Softbank for weakness as ARM and Qualcomm brought lower by spat, Tesla's strong earnings will buoy EV related, Texas Instruments' positive...
397 Views
Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors
US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...
607 Views