Asian Equities: Southbound Flows Turning to Dividends and Beaten Down Sectors
In May, CN onshore investors moved from tech giants to high dividend yield stocks - CN Mobile, CNOOC & CCB. They saw buying opportunities in the...
987 Views
Merger Arb Mondays (09 June) - Mayne, Tam Jai, OneConnect, Toyota Industries, Makino, Fuji Corp
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
507 Views
Hong Kong Connect Flows (May): Inflows Slowed Down
We analyzed the Hong Kong Connect Scheme for May and highlighted flows for Tencent, Meituan, Xiaomi, CCB, China Mobile. Inflows in May is slowed...
627 Views
(Mostly) Asia M&A, May 2025 Wrap: NTT Data, ZEEKR, MAC Copper, Torii, Mitsu. Shokuhin, SBI Sumishin
For the month of May, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$27bn. The average premium for the new deals...
451 Views