Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
820 Views
Merger Arb Mondays (20 Oct) - ENN Energy, Joy City, Kangji, Mandarin, Soft99, Mandom, Makino
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
602 Views
RoboSense Technology (2498.HK) – LiDAR Tech Challenger - Execution Reset, 2026e Recovery in Focus
LiDAR adoption accelerating with Robosense Technology poised for recovery and long-term growth potential in expanding global market through 2030.
646 Views
Merger Arb Mondays (13 Oct) - Dongfeng, Hang Seng, Soft99, Toyota Industries, Pacific Ind, Mandom
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.5k Views
Quiddity Leaderboard HSTECH Dec25: Final Ranks; US$1.7bn One-Way
We see ASM Pacific Technology (522 HK) as a high-conviction DEL and we see AAC Technologies Holdings (2018 HK) as a low-conviction ADD.
679 Views