Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
206 Views
ASX Short Interest Weekly (Oct 2nd): Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp
We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Alcoa, Wesfarmers,...
93 Views
Rare Earths: China Still Scales Faster Than the West Can Rebuild
China still controls rare earth refining, quotas and magnets, allowing it to stabilise supply faster than the West can rebuild independent capacity.
213 Views
The Magnet Wars: China's Rare Earth Chokehold and India's Decade-Long Catch-Up
China's licensing regime on rare earths gives Beijing control over global magnet supply chain, with India's magnet scheme aiming to create...
308 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
152 Views