Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
406 Views
Merger Arb Mondays (18 Aug) - Santos, Shibaura, ENN Energy, Kangji, OneConnect, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
870 Views
Merger Arb Mondays (11 Aug) - Mayne, PointsBet, Infomedia, Ashimori, Toyo Const, HKBN, Joy City
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
839 Views
Weekly Deals Digest (10 Aug) - Shibaura, Toyo Construction, Technopro, Ashimori, HKBN, Iress
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
548 Views
Last Week In Event SPACE: Soul Patts/Brickworks, Furukawa Battery, PCCW, TPG Telecom
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
657 Views