Merger Arb Mondays (03 Nov) - ANE, Dongfeng, Mayne, AUB, Digital Holdings, Makino, Soft99, SCSK
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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HK Connect Flows Weekly (Oct 31st): CNOOC, SMIC, Alibaba, China Mobile, CSPC Pharma, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, SMIC, Alibaba, China Mobile, CSPC Pharma, Tencent,...
281 Views
CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
330 Views
WeRide Secondary HK Offering - Has Been Trading Up, Given the Valuation Gap
WeRide (WRD US) plans to raise around US$325m in its secondary listing in Hong Kong. In this note we talk about the deal structure and pricing.
598 Views
Pony AI Secondary HK Offering - Needs to Correct Some More
Pony AI (PONY US) plans to raise around US$825m in its secondary listing in Hong Kong. In this note, we talk about the deal structure and pricing.
612 Views