HSI Index Earning Revision (Aug): AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM
We analyzed HSI's consensus for Aug 2025 and highlighted changes of EPS in AIA (1299 HK), HSBC (5 HK), MEITUAN (3690 HK), JD.COM (9618 HK), BIDU...
554 Views
Merger Arb Mondays (01 Sep) - Dongfeng, ENN, Joy City, Kangji, Mayne, Santos, Shibaura, CareNet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
715 Views
Nissan Motor Placement - Discount Is Enticing but Track Record and Momentum Aren’t Great
Mercedes-Benz Pension Trust aims to raise around US$330m via selling its 3.8% stake in Nissan Motor (7201 JP). In this note, we run the deal...
531 Views
Merger Arb Mondays (25 Aug) - Dongfeng, ENN Energy, Shibaura, Santos, Lynch, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
722 Views
[Quiddity Index] Sep25 HSTECH Review Announced; No Name Changes, Big Flows
The Hang Seng Technology Index review was announced on 22 August after the close. No name changes but nearly $3.9bn to trade with capping, re...
334 Views